TLWIX Mutual Fund
TLWIX Mutual Fund
NAV$21.26
TER0.10%
Holdings9
See how much of TLWIX you already own
TLWIX Mutual Fund
NAV$21.26
Nuveen Lifecycle Index 2020 Fund Class R6
TER0.10%
Holdings9
See how much of TLWIX you already own
TLWIX Mutual Fund Overlap Analysis
TLWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, TLWIX may share significant positions with broad-market funds.
TLWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLWIX tax-loss harvesting finds highly correlated but non-identical funds.