THRRX Mutual Fund
THRRX Mutual Fund
NAV$13.08
AUM$59M
TER0.49%
Holdings784
See how much of THRRX you already own
THRRX Mutual Fund
NAV$13.08
Thornburg Limited Term Income Fund Class R5
AUM$59M
TER0.49%
Holdings784
See how much of THRRX you already own
THRRX Mutual Fund Overlap Analysis
THRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
THRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 784 holdings, THRRX may share significant positions with broad-market funds.
THRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. THRRX tax-loss harvesting finds highly correlated but non-identical funds.