TLFRX Mutual Fund
TLFRX Mutual Fund
NAV$17.36
TER0.69%
Holdings22
See how much of TLFRX you already own
TLFRX Mutual Fund
NAV$17.36
Nuveen Lifecycle 2050 Fund Retirement Class
TER0.69%
Holdings22
See how much of TLFRX you already own
TLFRX Mutual Fund Overlap Analysis
TLFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, TLFRX may share significant positions with broad-market funds.
TLFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLFRX tax-loss harvesting finds highly correlated but non-identical funds.