THNDX Mutual Fund
NAV$12.31
AUM$5M
TER1.17%
Holdings103
THNDX Mutual Fund
NAV$12.31
Thornburg New Mexico Intermediate Municipal Fund Class D
AUM$5M
TER1.17%
Holdings103
THNDX Mutual Fund Overlap Analysis
THNDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THNDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, THNDX may share significant positions with broad-market funds.
THNDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THNDX tax-loss harvesting finds highly correlated but non-identical funds.