TBLMX Mutual Fund
TBLMX Mutual Fund
NAV$14.74
TER0.25%
Holdings21
See how much of TBLMX you already own
TBLMX Mutual Fund
NAV$14.74
T. Rowe Price Retirement Blend 2055 Fund Class I
TER0.25%
Holdings21
See how much of TBLMX you already own
TBLMX Mutual Fund Overlap Analysis
TBLMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TBLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, TBLMX may share significant positions with broad-market funds.
TBLMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TBLMX tax-loss harvesting finds highly correlated but non-identical funds.