RRTVX Mutual Fund
RRTVX Mutual Fund
NAV$25.35
AUM$464M
TER1.13%
Holdings31
RRTVX Mutual Fund
NAV$25.35
T. Rowe Price Retirement 2055 Fund R Class
AUM$464M
TER1.13%
Holdings31
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 31 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.