TRRJX Mutual Fund
TRRJX Mutual Fund
NAV$25.36
TER0.58%
Holdings36
See how much of TRRJX you already own
TRRJX Mutual Fund
NAV$25.36
T. Rowe Price Retirement 2035 Fund Investor Class
TER0.58%
Holdings36
See how much of TRRJX you already own
TRRJX Mutual Fund Overlap Analysis
TRRJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, TRRJX may share significant positions with broad-market funds.
TRRJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRJX tax-loss harvesting finds highly correlated but non-identical funds.