TLYRX Mutual Fund
TLYRX Mutual Fund
NAV$32.60
TER0.35%
Holdings9
See how much of TLYRX you already own
TLYRX Mutual Fund
NAV$32.60
Nuveen Lifecycle Index 2035 Fund Retirement Class
TER0.35%
Holdings9
See how much of TLYRX you already own
TLYRX Mutual Fund Overlap Analysis
TLYRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, TLYRX may share significant positions with broad-market funds.
TLYRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLYRX tax-loss harvesting finds highly correlated but non-identical funds.