TSMHX Mutual Fund
TSMHX Mutual Fund
NAV$16.76
TER0.64%
Holdings16
See how much of TSMHX you already own
TSMHX Mutual Fund
NAV$16.76
Nuveen Lifestyle Moderate Fund Class I
TER0.64%
Holdings16
See how much of TSMHX you already own
TSMHX Mutual Fund Overlap Analysis
TSMHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, TSMHX may share significant positions with broad-market funds.
TSMHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSMHX tax-loss harvesting finds highly correlated but non-identical funds.