TVFRX Mutual Fund
TVFRX Mutual Fund
NAV$19.43
AUM$4M
TER1.32%
Holdings177
See how much of TVFRX you already own
TVFRX Mutual Fund
NAV$19.43
NAA Allocation Fund Class P
AUM$4M
TER1.32%
Holdings177
See how much of TVFRX you already own
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.