TIMVX Mutual Fund
TIMVX Mutual Fund
NAV$21.42
AUM$2.0B
TER0.46%
Holdings70
See how much of TIMVX you already own
TIMVX Mutual Fund
NAV$21.42
Nuveen Mid Cap Value Fund Class R6
AUM$2.0B
TER0.46%
Holdings70
See how much of TIMVX you already own
TIMVX Mutual Fund Overlap Analysis
TIMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, TIMVX may share significant positions with broad-market funds.
TIMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIMVX tax-loss harvesting finds highly correlated but non-identical funds.