TLFIX Mutual Fund
TLFIX Mutual Fund
NAV$18.90
AUM$658M
TER0.10%
Holdings16
TLFIX Mutual Fund
NAV$18.90
Nuveen Lifecycle Index 2015 Fund Class R6
AUM$658M
TER0.10%
Holdings16
TLFIX Mutual Fund Overlap Analysis
TLFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, TLFIX may share significant positions with broad-market funds.
TLFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLFIX tax-loss harvesting finds highly correlated but non-identical funds.