TLLRX Mutual Fund
TLLRX Mutual Fund
NAV$40.79
AUM$208M
TER0.35%
Holdings7
See how much of TLLRX you already own
TLLRX Mutual Fund
NAV$40.79
Nuveen Lifecycle Index 2050 Fund Retirement Class
AUM$208M
TER0.35%
Holdings7
See how much of TLLRX you already own
TLLRX Mutual Fund Overlap Analysis
TLLRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, TLLRX may share significant positions with broad-market funds.
TLLRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLLRX tax-loss harvesting finds highly correlated but non-identical funds.