TSGRX Mutual Fund
TSGRX Mutual Fund
NAV$20.62
AUM$41M
TER0.83%
Holdings16
See how much of TSGRX you already own
TSGRX Mutual Fund
NAV$20.62
Nuveen Lifestyle Growth Fund Retirement Class
AUM$41M
TER0.83%
Holdings16
See how much of TSGRX you already own
TSGRX Mutual Fund Overlap Analysis
TSGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, TSGRX may share significant positions with broad-market funds.
TSGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSGRX tax-loss harvesting finds highly correlated but non-identical funds.