TSARX Mutual Fund
TSARX Mutual Fund
NAV$24.82
AUM$43M
TER0.91%
Holdings28
TSARX Mutual Fund
NAV$24.82
Nuveen Lifestyle Aggressive Growth Fund Retirement Class
AUM$43M
TER0.91%
Holdings28
TSARX Mutual Fund Overlap Analysis
TSARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, TSARX may share significant positions with broad-market funds.
TSARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSARX tax-loss harvesting finds highly correlated but non-identical funds.