TRRCX Mutual Fund
TRRCX Mutual Fund
NAV$30.36
AUM$17.5B
TER0.55%
Holdings32
See how much of TRRCX you already own
TRRCX Mutual Fund
NAV$30.36
T. Rowe Price Retirement 2030 Fund Investor Class
AUM$17.5B
TER0.55%
Holdings32
See how much of TRRCX you already own
TRRCX Mutual Fund Overlap Analysis
TRRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, TRRCX may share significant positions with broad-market funds.
TRRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRCX tax-loss harvesting finds highly correlated but non-identical funds.