RRTVX Mutual Fund
RRTVX Mutual Fund
NAV$25.15
AUM$464M
TER1.13%
Holdings30
See how much of RRTVX you already own
RRTVX Mutual Fund
NAV$25.15
T. Rowe Price Retirement 2055 Fund R Class
AUM$464M
TER1.13%
Holdings30
See how much of RRTVX you already own
RRTVX Mutual Fund Overlap Analysis
RRTVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RRTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, RRTVX may share significant positions with broad-market funds.
RRTVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RRTVX tax-loss harvesting finds highly correlated but non-identical funds.