TIIRX Mutual Fund
TIIRX Mutual Fund
NAV$31.31
AUM$1.2B
TER0.72%
Holdings59
See how much of TIIRX you already own
TIIRX Mutual Fund
NAV$31.31
Nuveen Core Equity Fund Class A
AUM$1.2B
TER0.72%
Holdings59
See how much of TIIRX you already own
TIIRX Mutual Fund Overlap Analysis
TIIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TIIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, TIIRX may share significant positions with broad-market funds.
TIIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TIIRX tax-loss harvesting finds highly correlated but non-identical funds.