TRRDX Mutual Fund
TRRDX Mutual Fund
NAV$38.76
TER0.59%
Holdings31
See how much of TRRDX you already own
TRRDX Mutual Fund
NAV$38.76
T. Rowe Price Retirement 2040 Fund Investor Class
TER0.59%
Holdings31
See how much of TRRDX you already own
TRRDX Mutual Fund Overlap Analysis
TRRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TRRDX may share significant positions with broad-market funds.
TRRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRDX tax-loss harvesting finds highly correlated but non-identical funds.