TLPRX Mutual Fund Analysis & Holdings | MarketXLS

TLPRX Mutual Fund

NAV$37.16

AUM$267M

TER0.25%

Holdings17

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TLPRX Mutual Fund

NAV$37.16

Nuveen Lifecycle Index 2040 Fund Premier Class

AUM$267M

TER0.25%

Holdings17

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

TLPRX Mutual Fund Overlap Analysis

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

TLPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, TLPRX may share significant positions with broad-market funds.

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