TLZRX Mutual Fund Holdings Overlap Calculator | MarketXLS

TLZRX Mutual Fund

NAV$37.20

AUM$345M

TER0.35%

Holdings9

See what you own twice

Check TLZRX against your other funds. Free for up to 5.

Check my overlap

TLZRX Mutual Fund

NAV$37.20

Nuveen Lifecycle Index 2040 Fund Retirement Class

AUM$345M

TER0.35%

Holdings9

See what you own twice

Check TLZRX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TLZRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TLZRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TLZRX Mutual Fund Overlap Analysis

TLZRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TLZRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, TLZRX may share significant positions with broad-market funds.

TLZRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLZRX tax-loss harvesting finds highly correlated but non-identical funds.