TVIHX Mutual Fund
TVIHX Mutual Fund
NAV$26.46
AUM$583,972.2
TER0.18%
Holdings6
See how much of TVIHX you already own
TVIHX Mutual Fund
NAV$26.46
Nuveen Lifecycle Index 2060 Fund Class I
AUM$583,972.2
TER0.18%
Holdings6
See how much of TVIHX you already own
TVIHX Mutual Fund Overlap Analysis
TVIHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVIHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, TVIHX may share significant positions with broad-market funds.
TVIHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVIHX tax-loss harvesting finds highly correlated but non-identical funds.