TLHPX Mutual Fund Holdings Overlap Calculator | MarketXLS

TLHPX Mutual Fund

NAV$29.00

TER0.25%

Holdings17

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$45/quarter Pro · Cancel anytime

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TLHPX Mutual Fund

NAV$29.00

Nuveen Lifecycle Index 2030 Fund Premier Class

TER0.25%

Holdings17

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TLHPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TLHPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TLHPX Mutual Fund Overlap Analysis

TLHPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TLHPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, TLHPX may share significant positions with broad-market funds.

TLHPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLHPX tax-loss harvesting finds highly correlated but non-identical funds.