TRRSX Mutual Fund

NAV$21.19

AUM$497M

TER0.74%

Holdings54

See how much of TRRSX you already own

Just $25 once·$99/mo·Download sample

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TRRSX Mutual Fund

NAV$21.19

Nuveen Real Estate Securities Select Fund Retirement Class

AUM$497M

TER0.74%

Holdings54

See how much of TRRSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TRRSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TRRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TRRSX Mutual Fund Overlap Analysis

TRRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TRRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, TRRSX may share significant positions with broad-market funds.

TRRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRSX tax-loss harvesting finds highly correlated but non-identical funds.