TVIRX Mutual Fund
TVIRX Mutual Fund
NAV$92.27
AUM$3M
TER1.12%
Holdings41
See how much of TVIRX you already own
TVIRX Mutual Fund
NAV$92.27
Thornburg Investment Trust Small/Mid Cap Core Fd Cl R4
AUM$3M
TER1.12%
Holdings41
See how much of TVIRX you already own
TVIRX Mutual Fund Overlap Analysis
TVIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, TVIRX may share significant positions with broad-market funds.
TVIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVIRX tax-loss harvesting finds highly correlated but non-identical funds.