TIMRX Mutual Fund

NAV$14.20

AUM$752M

TER0.71%

Holdings16

TIMRX Mutual Fund

NAV$14.20

Nuveen Managed Allocation Fund Class A

AUM$752M

TER0.71%

Holdings16

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Holdings Overlap Analysis

Compare TIMRX 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 TIMRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TIMRX Mutual Fund Overlap Analysis

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

TIMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, TIMRX may share significant positions with broad-market funds.

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