TLMIX Mutual Fund Holdings Overlap Calculator | MarketXLS

TLMIX Mutual Fund

NAV$11.87

AUM$84M

TER0.50%

Holdings107

See what you own twice

Check TLMIX against your other funds. Free for up to 5.

Check my overlap

TLMIX Mutual Fund

NAV$11.87

Thornburg Short Duration Municipal Fund Class I

AUM$84M

TER0.50%

Holdings107

See what you own twice

Check TLMIX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

TLMIX Mutual Fund Overlap Analysis

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

TLMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, TLMIX may share significant positions with broad-market funds.

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