TRARX Mutual Fund
TRARX Mutual Fund
NAV$12.08
AUM$33M
TER0.45%
Holdings26
See how much of TRARX you already own
TRARX Mutual Fund
NAV$12.08
T. Rowe Price Target 2005 Fund Investor Class
AUM$33M
TER0.45%
Holdings26
See how much of TRARX you already own
TRARX Mutual Fund Overlap Analysis
TRARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRARX may share significant positions with broad-market funds.
TRARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRARX tax-loss harvesting finds highly correlated but non-identical funds.