TSFRX Mutual Fund
TSFRX Mutual Fund
NAV$16.66
TER0.70%
Holdings19
See how much of TSFRX you already own
TSFRX Mutual Fund
NAV$16.66
Nuveen Lifecycle 2065 Fund Retirement Class
TER0.70%
Holdings19
See how much of TSFRX you already own
TSFRX Mutual Fund Overlap Analysis
TSFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, TSFRX may share significant positions with broad-market funds.
TSFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSFRX tax-loss harvesting finds highly correlated but non-identical funds.