TRRFX Mutual Fund
TRRFX Mutual Fund
NAV$13.20
AUM$437M
TER0.49%
Holdings28
See how much of TRRFX you already own
TRRFX Mutual Fund
NAV$13.20
T. Rowe Price Retirement 2005 Fund Investor Class
AUM$437M
TER0.49%
Holdings28
See how much of TRRFX you already own
TRRFX Mutual Fund Overlap Analysis
TRRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, TRRFX may share significant positions with broad-market funds.
TRRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRFX tax-loss harvesting finds highly correlated but non-identical funds.