THRIX Mutual Fund

NAV$13.01

AUM$5M

TER0.74%

Holdings743

THRIX Mutual Fund

NAV$13.01

Thornburg Limited Term Income Fund Class R4

AUM$5M

TER0.74%

Holdings743

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Holdings Overlap Analysis

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

THRIX Mutual Fund Overlap Analysis

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

THRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 743 holdings, THRIX may share significant positions with broad-market funds.

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