TRLVX Mutual Fund

NAV$9.41

AUM$3.2B

TER0.74%

Holdings3,189

TRLVX Mutual Fund

NAV$9.41

SIMT Core Fixed Income Fund Class F

AUM$3.2B

TER0.74%

Holdings3,189

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Holdings Overlap Analysis

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

TRLVX Mutual Fund Overlap Analysis

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

TRLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3189 holdings, TRLVX may share significant positions with broad-market funds.

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