TVRRX Mutual Fund
TVRRX Mutual Fund
NAV$96.75
AUM$2M
TER0.87%
Holdings41
See how much of TVRRX you already own
TVRRX Mutual Fund
NAV$96.75
Thornburg Investment Trust Small/Mid Cap Core Fd Cl R5
AUM$2M
TER0.87%
Holdings41
See how much of TVRRX you already own
TVRRX Mutual Fund Overlap Analysis
TVRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, TVRRX may share significant positions with broad-market funds.
TVRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVRRX tax-loss harvesting finds highly correlated but non-identical funds.