TVOIX Mutual Fund

NAV$51.24

AUM$138M

TER0.95%

Holdings87

TVOIX Mutual Fund

NAV$51.24

Touchstone Small Cap Value Fund Institutional

AUM$138M

TER0.95%

Holdings87

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

Holdings Overlap Analysis

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

TVOIX Mutual Fund Overlap Analysis

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

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

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