TNLRX Mutual Fund
TNLRX Mutual Fund
TER1.15%
Holdings14
TNLRX Mutual Fund
1290 Retirement 2035 Fund Class R
TER1.15%
Holdings14
TNLRX Mutual Fund Overlap Analysis
TNLRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TNLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, TNLRX may share significant positions with broad-market funds.
TNLRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TNLRX tax-loss harvesting finds highly correlated but non-identical funds.