TLWRX Mutual Fund Analysis & Holdings | MarketXLS

TLWRX Mutual Fund

NAV$21.15

AUM$321M

TER0.35%

Holdings17

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TLWRX Mutual Fund

NAV$21.15

Nuveen Lifecycle Index 2020 Fund Retirement Class

AUM$321M

TER0.35%

Holdings17

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

TLWRX Mutual Fund Overlap Analysis

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

TLWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, TLWRX may share significant positions with broad-market funds.

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