TVAFX Mutual Fund
TVAFX Mutual Fund
NAV$92.65
AUM$269M
TER1.29%
Holdings41
See how much of TVAFX you already own
TVAFX Mutual Fund
NAV$92.65
Thornburg Investment Trust Small/Mid Cap Core Fd Cl A
AUM$269M
TER1.29%
Holdings41
See how much of TVAFX you already own
TVAFX Mutual Fund Overlap Analysis
TVAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, TVAFX may share significant positions with broad-market funds.
TVAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVAFX tax-loss harvesting finds highly correlated but non-identical funds.