TVAFX Mutual Fund

NAV$88.46

AUM$269M

TER1.29%

Holdings41

TVAFX Mutual Fund

NAV$88.46

Thornburg Investment Trust Small/Mid Cap Core Fd Cl A

AUM$269M

TER1.29%

Holdings41

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Holdings Overlap Analysis

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

TVAFX Mutual Fund Overlap Analysis

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

TVAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, TVAFX may share significant positions with broad-market funds.

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