TVIFX Mutual Fund Analysis & Holdings | MarketXLS

TVIFX Mutual Fund

NAV$98.93

AUM$199M

TER0.87%

Holdings41

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TVIFX Mutual Fund

NAV$98.93

Thornburg Investment Trust Small/Mid Cap Core Fd Cl I

AUM$199M

TER0.87%

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

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.