TLSRX Mutual Fund
TLSRX Mutual Fund
NAV$11.47
AUM$15M
TER0.69%
Holdings18
See how much of TLSRX you already own
TLSRX Mutual Fund
NAV$11.47
Nuveen Lifestyle Income Fund Retirement Class
AUM$15M
TER0.69%
Holdings18
See how much of TLSRX you already own
TLSRX Mutual Fund Overlap Analysis
TLSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, TLSRX may share significant positions with broad-market funds.
TLSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLSRX tax-loss harvesting finds highly correlated but non-identical funds.