TVIIX Mutual Fund
TVIIX Mutual Fund
NAV$26.14
TER0.10%
Holdings6
See how much of TVIIX you already own
TVIIX Mutual Fund
NAV$26.14
Nuveen Lifecycle Index 2060 Fund Class R6
TER0.10%
Holdings6
See how much of TVIIX you already own
TVIIX Mutual Fund Overlap Analysis
TVIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, TVIIX may share significant positions with broad-market funds.
TVIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVIIX tax-loss harvesting finds highly correlated but non-identical funds.