THRRX Mutual Fund

NAV$13.10

AUM$58M

TER0.49%

Holdings743

THRRX Mutual Fund

NAV$13.10

Thornburg Limited Term Income Fund Class R5

AUM$58M

TER0.49%

Holdings743

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Holdings Overlap Analysis

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

THRRX Mutual Fund Overlap Analysis

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

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

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