TBLSX Mutual Fund
TBLSX Mutual Fund
NAV$11.27
TER0.34%
Holdings26
See how much of TBLSX you already own
TBLSX Mutual Fund
NAV$11.27
T. Rowe Price Retirement Blend 2015 Fund Investor Class
TER0.34%
Holdings26
See how much of TBLSX you already own
TBLSX Mutual Fund Overlap Analysis
TBLSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TBLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TBLSX may share significant positions with broad-market funds.
TBLSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TBLSX tax-loss harvesting finds highly correlated but non-identical funds.