TVOIX Mutual Fund
TVOIX Mutual Fund
NAV$50.46
AUM$143M
TER0.95%
Holdings87
See how much of TVOIX you already own
TVOIX Mutual Fund
NAV$50.46
Touchstone Small Cap Value Fund Institutional
AUM$143M
TER0.95%
Holdings87
See how much of TVOIX you already own
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.