TRGIX Mutual Fund
TRGIX Mutual Fund
NAV$16.90
AUM$525M
TER0.65%
Holdings62
See how much of TRGIX you already own
TRGIX Mutual Fund
NAV$16.90
Nuveen Core Equity Fund Retirement Class
AUM$525M
TER0.65%
Holdings62
See how much of TRGIX you already own
TRGIX Mutual Fund Overlap Analysis
TRGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, TRGIX may share significant positions with broad-market funds.
TRGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRGIX tax-loss harvesting finds highly correlated but non-identical funds.