TSGGX Mutual Fund Analysis & Holdings | MarketXLS

TSGGX Mutual Fund

NAV$20.78

AUM$34M

TER0.61%

Holdings31

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TSGGX Mutual Fund

NAV$20.78

Nuveen Lifestyle Growth Fund Class R6

AUM$34M

TER0.61%

Holdings31

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

TSGGX Mutual Fund Overlap Analysis

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

TSGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TSGGX may share significant positions with broad-market funds.

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