TVLYX Mutual Fund Analysis & Holdings | MarketXLS

TVLYX Mutual Fund

NAV$13.11

AUM$124M

TER0.83%

Holdings50

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TVLYX Mutual Fund

NAV$13.11

Touchstone Value Fund Class Y

AUM$124M

TER0.83%

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 TVLYX 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 TVLYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TVLYX Mutual Fund Overlap Analysis

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

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

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