TLRRX Mutual Fund Analysis & Holdings | MarketXLS

TLRRX Mutual Fund

NAV$12.38

AUM$119M

TER0.62%

Holdings24

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TLRRX Mutual Fund

NAV$12.38

Nuveen Lifecycle Retirement Income Fund Class A

AUM$119M

TER0.62%

Holdings24

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

TLRRX Mutual Fund Overlap Analysis

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

TLRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TLRRX may share significant positions with broad-market funds.

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