TLFPX Mutual Fund
TLFPX Mutual Fund
NAV$18.75
AUM$96M
TER0.25%
Holdings16
TLFPX Mutual Fund
NAV$18.75
Nuveen Lifecycle Index 2015 Fund Premier Class
AUM$96M
TER0.25%
Holdings16
TLFPX Mutual Fund Overlap Analysis
TLFPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLFPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, TLFPX may share significant positions with broad-market funds.
TLFPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLFPX tax-loss harvesting finds highly correlated but non-identical funds.