TRRUX Mutual Fund
TRRUX Mutual Fund
NAV$13.05
AUM$258M
TER0.47%
Holdings26
See how much of TRRUX you already own
TRRUX Mutual Fund
NAV$13.05
T. Rowe Price Target 2020 Fund Investor Class
AUM$258M
TER0.47%
Holdings26
See how much of TRRUX you already own
TRRUX Mutual Fund Overlap Analysis
TRRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRRUX may share significant positions with broad-market funds.
TRRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRUX tax-loss harvesting finds highly correlated but non-identical funds.