TLRAX Mutual Fund
NAV$9.29
AUM$194M
TER0.94%
Holdings990
TLRAX Mutual Fund
NAV$9.29
Federated Hermes Total Return Bond Fund Class A
AUM$194M
TER0.94%
Holdings990
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TLRAX Mutual Fund Overlap Analysis
TLRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TLRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 990 holdings, TLRAX may share significant positions with broad-market funds.
TLRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TLRAX tax-loss harvesting finds highly correlated but non-identical funds.