TVRRX Mutual Fund
TVRRX Mutual Fund
NAV$98.75
AUM$2M
TER0.87%
Holdings41
TVRRX Mutual Fund
NAV$98.75
Thornburg Investment Trust Small/Mid Cap Core Fd Cl R5
AUM$2M
TER0.87%
Holdings41
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.