TRCVX Mutual Fund

NAV$35.20

AUM$820M

TER0.30%

Holdings865

See how much of TRCVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

TRCVX Mutual Fund

NAV$35.20

Nuveen Large Cap Value Index Fund Retirement Class

AUM$820M

TER0.30%

Holdings865

See how much of TRCVX 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 TRCVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

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

TRCVX Mutual Fund Overlap Analysis

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

TRCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 865 holdings, TRCVX may share significant positions with broad-market funds.

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