TLVCX Mutual Fund Holdings Overlap Calculator | MarketXLS

TLVCX Mutual Fund

NAV$15.84

AUM$12M

TER2.16%

Holdings42

See what you own twice

Check TLVCX against your other funds. Free for up to 5.

Check my overlap

TLVCX Mutual Fund

NAV$15.84

Timothy Plan Large/Mid Cap Value Fund Class C

AUM$12M

TER2.16%

Holdings42

See what you own twice

Check TLVCX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TLVCX Mutual Fund Overlap Analysis

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

TLVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, TLVCX may share significant positions with broad-market funds.

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