TBLJX Mutual Fund
TBLJX Mutual Fund
NAV$14.00
TER0.24%
Holdings24
See how much of TBLJX you already own
TBLJX Mutual Fund
NAV$14.00
T. Rowe Price Retirement Blend 2040 Fund Class I
TER0.24%
Holdings24
See how much of TBLJX you already own
TBLJX Mutual Fund Overlap Analysis
TBLJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TBLJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TBLJX may share significant positions with broad-market funds.
TBLJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TBLJX tax-loss harvesting finds highly correlated but non-identical funds.