TIDRX Mutual Fund

NAV$9.21

AUM$195M

TER0.53%

Holdings1,871

TIDRX Mutual Fund

NAV$9.21

Nuveen Core Bond Fund Retirement Class

AUM$195M

TER0.53%

Holdings1,871

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Holdings Overlap Analysis

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

TIDRX Mutual Fund Overlap Analysis

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

TIDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1871 holdings, TIDRX may share significant positions with broad-market funds.

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