TLFAX Mutual Fund
TLFAX Mutual Fund
NAV$18.54
TER0.18%
Holdings9
See how much of TLFAX you already own
TLFAX Mutual Fund
NAV$18.54
Nuveen Lifecycle Index 2015 Fund Class I
TER0.18%
Holdings9
See how much of TLFAX you already own
TLFAX Mutual Fund Overlap Analysis
TLFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, TLFAX may share significant positions with broad-market funds.
TLFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLFAX tax-loss harvesting finds highly correlated but non-identical funds.