TVFVX Mutual Fund
TVFVX Mutual Fund
NAV$89.56
TER1.39%
Holdings33
See how much of TVFVX you already own
TVFVX Mutual Fund
NAV$89.56
Third Avenue Value Fund Investor Class
TER1.39%
Holdings33
See how much of TVFVX you already own
TVFVX Mutual Fund Overlap Analysis
TVFVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, TVFVX may share significant positions with broad-market funds.
TVFVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVFVX tax-loss harvesting finds highly correlated but non-identical funds.