TBLCX Mutual Fund
TBLCX Mutual Fund
NAV$11.29
TER0.19%
Holdings26
See how much of TBLCX you already own
TBLCX Mutual Fund
NAV$11.29
T. Rowe Price Retirement Blend 2015 Fund Class I
TER0.19%
Holdings26
See how much of TBLCX you already own
TBLCX Mutual Fund Overlap Analysis
TBLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TBLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TBLCX may share significant positions with broad-market funds.
TBLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TBLCX tax-loss harvesting finds highly correlated but non-identical funds.