TSFRX Mutual Fund
TSFRX Mutual Fund
NAV$16.70
TER0.70%
Holdings37
TSFRX Mutual Fund
NAV$16.70
Nuveen Lifecycle 2065 Fund Retirement Class
TER0.70%
Holdings37
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 37 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.