RRSUX Mutual Fund
RRSUX Mutual Fund
NAV$16.70
AUM$4M
TER1.14%
Holdings21
RRSUX Mutual Fund
NAV$16.70
T. Rowe Price Retirement 2065 Fund Class R
AUM$4M
TER1.14%
Holdings21
RRSUX Mutual Fund Overlap Analysis
RRSUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RRSUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RRSUX may share significant positions with broad-market funds.
RRSUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RRSUX tax-loss harvesting finds highly correlated but non-identical funds.