TCGRX Mutual Fund

NAV$34.74

AUM$609,780.3

TER1.20%

Holdings45

TCGRX Mutual Fund

NAV$34.74

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4

AUM$609,780.3

TER1.20%

Holdings45

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Holdings Overlap Analysis

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

TCGRX Mutual Fund Overlap Analysis

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

TCGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, TCGRX may share significant positions with broad-market funds.

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