TRILX Mutual Fund Analysis & Holdings | MarketXLS

TRILX Mutual Fund

NAV$18.28

AUM$304M

TER0.10%

Holdings17

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TRILX Mutual Fund

NAV$18.28

Nuveen Lifecycle Index Retirement Income Fund Class R6

AUM$304M

TER0.10%

Holdings17

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

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 17 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.