TSGLX Mutual Fund Analysis & Holdings | MarketXLS

TSGLX Mutual Fund

NAV$20.65

TER0.92%

Holdings31

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TSGLX Mutual Fund

NAV$20.65

Nuveen Lifestyle Growth Fund Class A

TER0.92%

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

TSGLX Mutual Fund Overlap Analysis

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

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

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