TFRRX Mutual Fund
TFRRX Mutual Fund
NAV$12.11
AUM$2M
TER0.30%
Holdings26
See how much of TFRRX you already own
TFRRX Mutual Fund
NAV$12.11
T. Rowe Price Target 2005 Fund Class I
AUM$2M
TER0.30%
Holdings26
See how much of TFRRX you already own
TFRRX Mutual Fund Overlap Analysis
TFRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TFRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TFRRX may share significant positions with broad-market funds.
TFRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TFRRX tax-loss harvesting finds highly correlated but non-identical funds.