TSMOX Mutual Fund
TSMOX Mutual Fund
NAV$19.30
TER0.69%
Holdings358
TSMOX Mutual Fund
NAV$19.30
Nuveen Quant Small/Mid Cap Equity Fund Retirement Class
TER0.69%
Holdings358
TSMOX Mutual Fund Overlap Analysis
TSMOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSMOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 358 holdings, TSMOX may share significant positions with broad-market funds.
TSMOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSMOX tax-loss harvesting finds highly correlated but non-identical funds.