TRLNX Mutual Fund
TRLNX Mutual Fund
NAV$21.76
TER0.46%
Holdings31
See how much of TRLNX you already own
TRLNX Mutual Fund
NAV$21.76
T. Rowe Price Retirement 2060 Fund Class I
TER0.46%
Holdings31
See how much of TRLNX you already own
TRLNX Mutual Fund Overlap Analysis
TRLNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRLNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TRLNX may share significant positions with broad-market funds.
TRLNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRLNX tax-loss harvesting finds highly correlated but non-identical funds.