RRTDX Mutual Fund
RRTDX Mutual Fund
NAV$37.46
AUM$1.2B
TER1.09%
Holdings31
See how much of RRTDX you already own
RRTDX Mutual Fund
NAV$37.46
T. Rowe Price Retirement 2040 Fund Class R
AUM$1.2B
TER1.09%
Holdings31
See how much of RRTDX you already own
RRTDX Mutual Fund Overlap Analysis
RRTDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RRTDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, RRTDX may share significant positions with broad-market funds.
RRTDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RRTDX tax-loss harvesting finds highly correlated but non-identical funds.