TSAMX Mutual Fund

NAV$15.30

AUM$16M

TER0.95%

Holdings211

TSAMX Mutual Fund

NAV$15.30

Thornburg Summit Fund Class A

AUM$16M

TER0.95%

Holdings211

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Holdings Overlap Analysis

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

TSAMX Mutual Fund Overlap Analysis

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

TSAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 211 holdings, TSAMX may share significant positions with broad-market funds.

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