TLHRX Mutual Fund
TLHRX Mutual Fund
NAV$28.74
AUM$401M
TER0.35%
Holdings9
See how much of TLHRX you already own
TLHRX Mutual Fund
NAV$28.74
Nuveen Lifecycle Index 2030 Fund Retirement Class
AUM$401M
TER0.35%
Holdings9
See how much of TLHRX you already own
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 9 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.