TSMHX Mutual Fund
TSMHX Mutual Fund
NAV$16.95
TER0.64%
Holdings31
TSMHX Mutual Fund
NAV$16.95
Nuveen Lifestyle Moderate Fund Class I
TER0.64%
Holdings31
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 31 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.