THLGX Mutual Fund
THLGX Mutual Fund
NAV$15.71
AUM$61M
TER1.26%
Holdings5
See how much of THLGX you already own
THLGX Mutual Fund
NAV$15.71
Toews Hedged US Fund
AUM$61M
TER1.26%
Holdings5
See how much of THLGX you already own
THLGX Mutual Fund Overlap Analysis
THLGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THLGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, THLGX may share significant positions with broad-market funds.
THLGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THLGX tax-loss harvesting finds highly correlated but non-identical funds.