TDVFX Mutual Fund

NAV$16.62

AUM$86M

TER1.20%

Holdings43

TDVFX Mutual Fund

NAV$16.62

Towle Value Fund

AUM$86M

TER1.20%

Holdings43

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Holdings Overlap Analysis

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

TDVFX Mutual Fund Overlap Analysis

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

TDVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, TDVFX may share significant positions with broad-market funds.

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