TPLIX Mutual Fund
TPLIX Mutual Fund
NAV$15.91
AUM$128M
TER1.19%
Holdings57
TPLIX Mutual Fund
NAV$15.91
Timothy Plan Large/Mid Cap Growth Fund Class I
AUM$128M
TER1.19%
Holdings57
TPLIX Mutual Fund Overlap Analysis
TPLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TPLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, TPLIX may share significant positions with broad-market funds.
TPLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TPLIX tax-loss harvesting finds highly correlated but non-identical funds.