TLQRX Mutual Fund
TLQRX Mutual Fund
NAV$24.47
AUM$413M
TER0.35%
Holdings9
TLQRX Mutual Fund
NAV$24.47
Nuveen Lifecycle Index 2025 Fund Retirement Class
AUM$413M
TER0.35%
Holdings9
TLQRX Mutual Fund Overlap Analysis
TLQRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLQRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, TLQRX may share significant positions with broad-market funds.
TLQRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLQRX tax-loss harvesting finds highly correlated but non-identical funds.