TUIFX Mutual Fund Analysis & Holdings | MarketXLS

TUIFX Mutual Fund

NAV$9.04

AUM$40M

TER1.48%

Holdings10

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TUIFX Mutual Fund

NAV$9.04

Toews Unconstrained Income Fund

AUM$40M

TER1.48%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare TUIFX 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 TUIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.