TSMPX Mutual Fund
TSMPX Mutual Fund
NAV$17.05
TER0.71%
Holdings31
TSMPX Mutual Fund
NAV$17.05
Nuveen Lifestyle Moderate Fund Premier Class
TER0.71%
Holdings31
TSMPX Mutual Fund Overlap Analysis
TSMPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TSMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TSMPX may share significant positions with broad-market funds.
TSMPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSMPX tax-loss harvesting finds highly correlated but non-identical funds.