TGVRX Mutual Fund
NAV$36.86
AUM$150M
TER1.40%
Holdings49
TGVRX Mutual Fund
NAV$36.86
Thornburg International Equity Fund Class R3
AUM$150M
TER1.40%
Holdings49
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TGVRX Mutual Fund Overlap Analysis
TGVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, TGVRX may share significant positions with broad-market funds.
TGVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGVRX tax-loss harvesting finds highly correlated but non-identical funds.