TVSVX Mutual Fund

NAV$24.18

TER1.44%

Holdings32

TVSVX Mutual Fund

NAV$24.18

Third Avenue Small Cap Value Fund Investor Class

TER1.44%

Holdings32

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare TVSVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TVSVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TVSVX Mutual Fund Overlap Analysis

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

TVSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, TVSVX may share significant positions with broad-market funds.

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