TRGPX Mutual Fund Analysis & Holdings | MarketXLS

TRGPX Mutual Fund

NAV$20.90

AUM$65M

TER0.65%

Holdings91

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TRGPX Mutual Fund

NAV$20.90

Nuveen Quant Mid Cap Growth Fund Premier Class

AUM$65M

TER0.65%

Holdings91

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

TRGPX Mutual Fund Overlap Analysis

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

TRGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, TRGPX may share significant positions with broad-market funds.

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