TLZIX Mutual Fund
TLZIX Mutual Fund
NAV$37.45
AUM$2.3B
TER0.10%
Holdings17
TLZIX Mutual Fund
NAV$37.45
Nuveen Lifecycle Index 2040 Fund Class R6
AUM$2.3B
TER0.10%
Holdings17
TLZIX Mutual Fund Overlap Analysis
TLZIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLZIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, TLZIX may share significant positions with broad-market funds.
TLZIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLZIX tax-loss harvesting finds highly correlated but non-identical funds.