TLDAX Mutual Fund

NAV$12.13

AUM$30M

TER0.60%

Holdings307

See how much of TLDAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

TLDAX Mutual Fund

NAV$12.13

Thornburg Ultra Short Income Fund Class A

AUM$30M

TER0.60%

Holdings307

See how much of TLDAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TLDAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TLDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TLDAX Mutual Fund Overlap Analysis

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

TLDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 307 holdings, TLDAX may share significant positions with broad-market funds.

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