TVOAX Mutual Fund
TVOAX Mutual Fund
NAV$50.06
AUM$31M
TER1.36%
Holdings87
See how much of TVOAX you already own
TVOAX Mutual Fund
NAV$50.06
Touchstone Small Cap Value Fund Class A
AUM$31M
TER1.36%
Holdings87
See how much of TVOAX you already own
TVOAX Mutual Fund Overlap Analysis
TVOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, TVOAX may share significant positions with broad-market funds.
TVOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVOAX tax-loss harvesting finds highly correlated but non-identical funds.