TLFRX Mutual Fund
TLFRX Mutual Fund
NAV$17.72
TER0.69%
Holdings22
TLFRX Mutual Fund
NAV$17.72
Nuveen Lifecycle 2050 Fund Retirement Class
TER0.69%
Holdings22
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.