TLZHX Mutual Fund
TLZHX Mutual Fund
NAV$37.26
AUM$2M
TER0.18%
Holdings17
TLZHX Mutual Fund
NAV$37.26
Nuveen Lifecycle Index 2040 Fund Class I
AUM$2M
TER0.18%
Holdings17
TLZHX Mutual Fund Overlap Analysis
TLZHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLZHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, TLZHX may share significant positions with broad-market funds.
TLZHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLZHX tax-loss harvesting finds highly correlated but non-identical funds.