TRHDX Mutual Fund
TRHDX Mutual Fund
NAV$38.79
TER0.42%
Holdings31
See how much of TRHDX you already own
TRHDX Mutual Fund
NAV$38.79
T. Rowe Price Retirement 2040 Fund Class I
TER0.42%
Holdings31
See how much of TRHDX you already own
TRHDX Mutual Fund Overlap Analysis
TRHDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRHDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TRHDX may share significant positions with broad-market funds.
TRHDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRHDX tax-loss harvesting finds highly correlated but non-identical funds.