TPLNX Mutual Fund

NAV$20.32

AUM$108M

TER1.50%

Holdings67

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TPLNX Mutual Fund

NAV$20.32

Timothy Plan Small Cap Value Fund Class A

AUM$108M

TER1.50%

Holdings67

See how much of TPLNX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare TPLNX 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 TPLNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TPLNX Mutual Fund Overlap Analysis

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

TPLNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, TPLNX may share significant positions with broad-market funds.

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