TVOYX Mutual Fund

NAV$50.24

AUM$50M

TER1.11%

Holdings87

See how much of TVOYX you already own

Just $25 once·$99/mo·Download sample

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TVOYX Mutual Fund

NAV$50.24

Touchstone Small Cap Value Fund Class Y

AUM$50M

TER1.11%

Holdings87

See how much of TVOYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

TVOYX Mutual Fund Overlap Analysis

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

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

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