TPREX Mutual Fund
TPREX Mutual Fund
NAV$11.36
TER0.25%
Holdings5
See how much of TPREX you already own
TPREX Mutual Fund
NAV$11.36
Nuveen Lifecycle Index 2070 Fund Premier Class
TER0.25%
Holdings5
See how much of TPREX you already own
TPREX Mutual Fund Overlap Analysis
TPREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TPREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, TPREX may share significant positions with broad-market funds.
TPREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TPREX tax-loss harvesting finds highly correlated but non-identical funds.