TRRIX Mutual Fund
TRRIX Mutual Fund
NAV$14.51
AUM$1.8B
TER0.49%
Holdings26
See how much of TRRIX you already own
TRRIX Mutual Fund
NAV$14.51
T. Rowe Price Retirement Balanced Fund Investor Class
AUM$1.8B
TER0.49%
Holdings26
See how much of TRRIX you already own
TRRIX Mutual Fund Overlap Analysis
TRRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRRIX may share significant positions with broad-market funds.
TRRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRIX tax-loss harvesting finds highly correlated but non-identical funds.