TRRMX Mutual Fund
TRRMX Mutual Fund
NAV$24.75
AUM$5.5B
TER0.62%
Holdings30
See how much of TRRMX you already own
TRRMX Mutual Fund
NAV$24.75
T. Rowe Price Retirement 2050 Fund Investor Class
AUM$5.5B
TER0.62%
Holdings30
See how much of TRRMX you already own
TRRMX Mutual Fund Overlap Analysis
TRRMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, TRRMX may share significant positions with broad-market funds.
TRRMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRMX tax-loss harvesting finds highly correlated but non-identical funds.