TLRRX Mutual Fund
TLRRX Mutual Fund
NAV$12.21
AUM$119M
TER0.62%
Holdings24
See how much of TLRRX you already own
TLRRX Mutual Fund
NAV$12.21
Nuveen Lifecycle Retirement Income Fund Class A
AUM$119M
TER0.62%
Holdings24
See how much of TLRRX you already own
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.