TLLRX Mutual Fund Analysis & Holdings | MarketXLS

TLLRX Mutual Fund

NAV$41.29

AUM$208M

TER0.35%

Holdings7

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TLLRX Mutual Fund

NAV$41.29

Nuveen Lifecycle Index 2050 Fund Retirement Class

AUM$208M

TER0.35%

Holdings7

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 TLLRX 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 TLLRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.