TVSVX Mutual Fund
TVSVX Mutual Fund
NAV$25.20
TER1.44%
Holdings36
See how much of TVSVX you already own
TVSVX Mutual Fund
NAV$25.20
Third Avenue Small Cap Value Fund Investor Class
TER1.44%
Holdings36
See how much of TVSVX you already own
TVSVX Mutual Fund Overlap Analysis
TVSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TVSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, TVSVX may share significant positions with broad-market funds.
TVSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TVSVX tax-loss harvesting finds highly correlated but non-identical funds.