TLZHX Mutual Fund
TLZHX Mutual Fund
NAV$36.87
AUM$2M
TER0.18%
Holdings9
See how much of TLZHX you already own
TLZHX Mutual Fund
NAV$36.87
Nuveen Lifecycle Index 2040 Fund Class I
AUM$2M
TER0.18%
Holdings9
See how much of TLZHX you already own
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 9 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.