TSAIX Mutual Fund Analysis & Holdings | MarketXLS

TSAIX Mutual Fund

NAV$25.03

AUM$26M

TER0.66%

Holdings28

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TSAIX Mutual Fund

NAV$25.03

Nuveen Lifestyle Aggressive Growth Fund Class R6

AUM$26M

TER0.66%

Holdings28

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

TSAIX Mutual Fund Overlap Analysis

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

TSAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, TSAIX may share significant positions with broad-market funds.

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