TRJMX Mutual Fund
TRJMX Mutual Fund
NAV$25.98
TER0.45%
Holdings31
See how much of TRJMX you already own
TRJMX Mutual Fund
NAV$25.98
T. Rowe Price Retirement 2055 Fund Class I
TER0.45%
Holdings31
See how much of TRJMX you already own
TRJMX Mutual Fund Overlap Analysis
TRJMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRJMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TRJMX may share significant positions with broad-market funds.
TRJMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRJMX tax-loss harvesting finds highly correlated but non-identical funds.