TMSRX Mutual Fund Analysis & Holdings | MarketXLS

TMSRX Mutual Fund

NAV$8.67

AUM$56M

TER1.19%

Holdings1,770

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

TMSRX Mutual Fund

NAV$8.67

T. Rowe Price Multi-Strategy Total Return Fund Investor Class

AUM$56M

TER1.19%

Holdings1,770

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TMSRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TMSRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TMSRX Mutual Fund Overlap Analysis

TMSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TMSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1770 holdings, TMSRX may share significant positions with broad-market funds.

TMSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TMSRX tax-loss harvesting finds highly correlated but non-identical funds.