TVITX Mutual Fund
TVITX Mutual Fund
NAV$26.10
AUM$26M
TER0.35%
Holdings6
See how much of TVITX you already own
TVITX Mutual Fund
NAV$26.10
Nuveen Lifecycle Index 2060 Fund Retirement Class
AUM$26M
TER0.35%
Holdings6
See how much of TVITX you already own
TVITX Mutual Fund Overlap Analysis
TVITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, TVITX may share significant positions with broad-market funds.
TVITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVITX tax-loss harvesting finds highly correlated but non-identical funds.