TRLAX Mutual Fund
TRLAX Mutual Fund
NAV$9.61
TER0.51%
Holdings26
See how much of TRLAX you already own
TRLAX Mutual Fund
NAV$9.61
T. Rowe Price Retirement Income 2020 Fund Investor Class
TER0.51%
Holdings26
See how much of TRLAX you already own
TRLAX Mutual Fund Overlap Analysis
TRLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRLAX may share significant positions with broad-market funds.
TRLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRLAX tax-loss harvesting finds highly correlated but non-identical funds.