TRRXX Mutual Fund
TRRXX Mutual Fund
AUM$19M
TER1.05%
Holdings75
See how much of TRRXX you already own
TRRXX Mutual Fund
Invesco Treasury Portfolio Reserve Class
AUM$19M
TER1.05%
Holdings75
See how much of TRRXX you already own
TRRXX Mutual Fund Overlap Analysis
TRRXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, TRRXX may share significant positions with broad-market funds.
TRRXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRXX tax-loss harvesting finds highly correlated but non-identical funds.