TVLIX Mutual Fund
TVLIX Mutual Fund
NAV$13.01
AUM$313M
TER0.68%
Holdings50
See how much of TVLIX you already own
TVLIX Mutual Fund
NAV$13.01
Touchstone Value Fund Institutional
AUM$313M
TER0.68%
Holdings50
See how much of TVLIX you already own
TVLIX Mutual Fund Overlap Analysis
TVLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, TVLIX may share significant positions with broad-market funds.
TVLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVLIX tax-loss harvesting finds highly correlated but non-identical funds.