TLMRX Mutual Fund
TLMRX Mutual Fund
NAV$40.26
AUM$243M
TER0.35%
Holdings7
See how much of TLMRX you already own
TLMRX Mutual Fund
NAV$40.26
Nuveen Lifecycle Index 2045 Fund Retirement Class
AUM$243M
TER0.35%
Holdings7
See how much of TLMRX you already own
TLMRX Mutual Fund Overlap Analysis
TLMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, TLMRX may share significant positions with broad-market funds.
TLMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLMRX tax-loss harvesting finds highly correlated but non-identical funds.