TSUMX Mutual Fund

NAV$15.31

AUM$94M

TER0.70%

Holdings211

TSUMX Mutual Fund

NAV$15.31

Thornburg Summit Fund Class I

AUM$94M

TER0.70%

Holdings211

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Holdings Overlap Analysis

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

TSUMX Mutual Fund Overlap Analysis

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

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

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