TVCFX Mutual Fund Analysis & Holdings | MarketXLS

TVCFX Mutual Fund

NAV$76.90

AUM$2M

TER1.87%

Holdings41

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TVCFX Mutual Fund

NAV$76.90

Thornburg Investment Trust Small/Mid Cap Core Fd Cl C

AUM$2M

TER1.87%

Holdings41

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

TVCFX Mutual Fund Overlap Analysis

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

TVCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, TVCFX may share significant positions with broad-market funds.

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