TVLRX Mutual Fund Analysis & Holdings | MarketXLS

TVLRX Mutual Fund

NAV$13.04

AUM$15M

TER0.63%

Holdings50

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TVLRX Mutual Fund

NAV$13.04

Touchstone Value Fund Class R6

AUM$15M

TER0.63%

Holdings50

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TVLRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TVLRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TVLRX Mutual Fund Overlap Analysis

TVLRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TVLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, TVLRX may share significant positions with broad-market funds.

TVLRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVLRX tax-loss harvesting finds highly correlated but non-identical funds.