TVRIX Mutual Fund
TVRIX Mutual Fund
NAV$20.59
AUM$73M
TER1.07%
Holdings177
See how much of TVRIX you already own
TVRIX Mutual Fund
NAV$20.59
NAA Allocation Fund Institutional Class
AUM$73M
TER1.07%
Holdings177
See how much of TVRIX you already own
TVRIX Mutual Fund Overlap Analysis
TVRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, TVRIX may share significant positions with broad-market funds.
TVRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVRIX tax-loss harvesting finds highly correlated but non-identical funds.