TOORX Mutual Fund
TOORX Mutual Fund
NAV$22.26
AUM$274M
TER0.43%
Holdings26
See how much of TOORX you already own
TOORX Mutual Fund
NAV$22.26
T. Rowe Price Target 2050 Fund Class I
AUM$274M
TER0.43%
Holdings26
See how much of TOORX you already own
TOORX Mutual Fund Overlap Analysis
TOORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TOORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TOORX may share significant positions with broad-market funds.
TOORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TOORX tax-loss harvesting finds highly correlated but non-identical funds.