TVIFX Mutual Fund
TVIFX Mutual Fund
NAV$97.47
AUM$199M
TER0.87%
Holdings41
See how much of TVIFX you already own
TVIFX Mutual Fund
NAV$97.47
Thornburg Investment Trust Small/Mid Cap Core Fd Cl I
AUM$199M
TER0.87%
Holdings41
See how much of TVIFX you already own
TVIFX Mutual Fund Overlap Analysis
TVIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, TVIFX may share significant positions with broad-market funds.
TVIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVIFX tax-loss harvesting finds highly correlated but non-identical funds.