TLSRX Mutual Fund
TLSRX Mutual Fund
NAV$11.47
AUM$15M
TER0.69%
Holdings35
TLSRX Mutual Fund
NAV$11.47
Nuveen Lifestyle Income Fund Retirement Class
AUM$15M
TER0.69%
Holdings35
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 35 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.