TLXRX Mutual Fund
TLXRX Mutual Fund
NAV$18.94
TER0.70%
Holdings37
TLXRX Mutual Fund
NAV$18.94
Nuveen Lifecycle 2060 Fund Retirement Class
TER0.70%
Holdings37
TLXRX Mutual Fund Overlap Analysis
TLXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, TLXRX may share significant positions with broad-market funds.
TLXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLXRX tax-loss harvesting finds highly correlated but non-identical funds.