TRILX Mutual Fund
TRILX Mutual Fund
NAV$18.31
AUM$304M
TER0.10%
Holdings9
See how much of TRILX you already own
TRILX Mutual Fund
NAV$18.31
Nuveen Lifecycle Index Retirement Income Fund Class R6
AUM$304M
TER0.10%
Holdings9
See how much of TRILX you already own
TRILX Mutual Fund Overlap Analysis
TRILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, TRILX may share significant positions with broad-market funds.
TRILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRILX tax-loss harvesting finds highly correlated but non-identical funds.