TSMTX Mutual Fund

NAV$16.91

AUM$94M

TER0.81%

Holdings31

TSMTX Mutual Fund

NAV$16.91

Nuveen Lifestyle Moderate Fund Retirement Class

AUM$94M

TER0.81%

Holdings31

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TSMTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TSMTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TSMTX Mutual Fund Overlap Analysis

TSMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TSMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TSMTX may share significant positions with broad-market funds.

TSMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TSMTX tax-loss harvesting finds highly correlated but non-identical funds.