TLHRX Mutual Fund
TLHRX Mutual Fund
NAV$28.79
AUM$401M
TER0.35%
Holdings17
TLHRX Mutual Fund
NAV$28.79
Nuveen Lifecycle Index 2030 Fund Retirement Class
AUM$401M
TER0.35%
Holdings17
TLHRX Mutual Fund Overlap Analysis
TLHRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, TLHRX may share significant positions with broad-market funds.
TLHRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLHRX tax-loss harvesting finds highly correlated but non-identical funds.