TIIRX Mutual Fund
TIIRX Mutual Fund
NAV$30.90
AUM$1.2B
TER0.72%
Holdings62
TIIRX Mutual Fund
NAV$30.90
Nuveen Core Equity Fund Class A
AUM$1.2B
TER0.72%
Holdings62
TIIRX Mutual Fund Overlap Analysis
TIIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, TIIRX may share significant positions with broad-market funds.
TIIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIIRX tax-loss harvesting finds highly correlated but non-identical funds.