TVOCX Mutual Fund Analysis & Holdings | MarketXLS

TVOCX Mutual Fund

NAV$47.13

AUM$281,384.04

TER2.00%

Holdings87

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

TVOCX Mutual Fund

NAV$47.13

Touchstone Small Cap Value Fund Class C

AUM$281,384.04

TER2.00%

Holdings87

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

Compare With

🔍

Discover Portfolio Overlap

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

TVOCX Mutual Fund Overlap Analysis

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

TVOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, TVOCX may share significant positions with broad-market funds.

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