THIGX Mutual Fund Analysis & Holdings | MarketXLS

THIGX Mutual Fund

NAV$44.19

AUM$69M

TER0.95%

Holdings45

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THIGX Mutual Fund

NAV$44.19

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl I

AUM$69M

TER0.95%

Holdings45

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare THIGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings THIGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

THIGX Mutual Fund Overlap Analysis

THIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

THIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, THIGX may share significant positions with broad-market funds.

THIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THIGX tax-loss harvesting finds highly correlated but non-identical funds.