TTRHX Mutual Fund
TTRHX Mutual Fund
NAV$21.53
AUM$123,911.59
TER0.53%
Holdings37
TTRHX Mutual Fund
NAV$21.53
Nuveen Lifecycle 2055 Fund Class I
AUM$123,911.59
TER0.53%
Holdings37
TTRHX Mutual Fund Overlap Analysis
TTRHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TTRHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, TTRHX may share significant positions with broad-market funds.
TTRHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TTRHX tax-loss harvesting finds highly correlated but non-identical funds.