TRAJX Mutual Fund
TRAJX Mutual Fund
NAV$13.43
TER0.34%
Holdings26
See how much of TRAJX you already own
TRAJX Mutual Fund
NAV$13.43
T. Rowe Price Retirement 2005 Fund Class I
TER0.34%
Holdings26
See how much of TRAJX you already own
TRAJX Mutual Fund Overlap Analysis
TRAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRAJX may share significant positions with broad-market funds.
TRAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRAJX tax-loss harvesting finds highly correlated but non-identical funds.