TLGRX Mutual Fund
TLGRX Mutual Fund
NAV$18.72
AUM$133M
TER0.35%
Holdings16
TLGRX Mutual Fund
NAV$18.72
Nuveen Lifecycle Index 2015 Fund Retirement Class
AUM$133M
TER0.35%
Holdings16
TLGRX Mutual Fund Overlap Analysis
TLGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, TLGRX may share significant positions with broad-market funds.
TLGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLGRX tax-loss harvesting finds highly correlated but non-identical funds.