TSGHX Mutual Fund Analysis & Holdings | MarketXLS

TSGHX Mutual Fund

NAV$20.76

AUM$349,116.35

TER0.68%

Holdings31

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TSGHX Mutual Fund

NAV$20.76

Nuveen Lifestyle Growth Fund Class I

AUM$349,116.35

TER0.68%

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

TSGHX Mutual Fund Overlap Analysis

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

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

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