TRRLX Mutual Fund
TRRLX Mutual Fund
NAV$21.74
AUM$559M
TER0.64%
Holdings31
See how much of TRRLX you already own
TRRLX Mutual Fund
NAV$21.74
T. Rowe Price Retirement 2060 Fund Investor Class
AUM$559M
TER0.64%
Holdings31
See how much of TRRLX you already own
TRRLX Mutual Fund Overlap Analysis
TRRLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TRRLX may share significant positions with broad-market funds.
TRRLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRLX tax-loss harvesting finds highly correlated but non-identical funds.