TVIRX Mutual Fund
TVIRX Mutual Fund
NAV$94.75
AUM$3M
TER1.12%
Holdings41
TVIRX Mutual Fund
NAV$94.75
Thornburg Investment Trust Small/Mid Cap Core Fd Cl R4
AUM$3M
TER1.12%
Holdings41
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.