TUIFX Mutual Fund
TUIFX Mutual Fund
NAV$9.05
AUM$40M
TER1.48%
Holdings10
See how much of TUIFX you already own
TUIFX Mutual Fund
NAV$9.05
Toews Unconstrained Income Fund
AUM$40M
TER1.48%
Holdings10
See how much of TUIFX you already own
TUIFX Mutual Fund Overlap Analysis
TUIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TUIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, TUIFX may share significant positions with broad-market funds.
TUIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TUIFX tax-loss harvesting finds highly correlated but non-identical funds.