TVFRX Mutual Fund
TVFRX Mutual Fund
NAV$19.56
AUM$4M
TER1.32%
Holdings177
TVFRX Mutual Fund
NAV$19.56
NAA Allocation Fund Class P
AUM$4M
TER1.32%
Holdings177
TVFRX Mutual Fund Overlap Analysis
TVFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, TVFRX may share significant positions with broad-market funds.
TVFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVFRX tax-loss harvesting finds highly correlated but non-identical funds.