TFRRX Mutual Fund
TFRRX Mutual Fund
NAV$12.29
AUM$2M
TER0.30%
Holdings26
TFRRX Mutual Fund
NAV$12.29
T. Rowe Price Target 2005 Fund Class I
AUM$2M
TER0.30%
Holdings26
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.