TRFJX Mutual Fund
TRFJX Mutual Fund
NAV$25.61
TER0.41%
Holdings36
See how much of TRFJX you already own
TRFJX Mutual Fund
NAV$25.61
T. Rowe Price Retirement 2035 Fund Class I
TER0.41%
Holdings36
See how much of TRFJX you already own
TRFJX Mutual Fund Overlap Analysis
TRFJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, TRFJX may share significant positions with broad-market funds.
TRFJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRFJX tax-loss harvesting finds highly correlated but non-identical funds.