TRRZX Mutual Fund
TRRZX Mutual Fund
NAV$21.23
AUM$179M
TER1.14%
Holdings31
See how much of TRRZX you already own
TRRZX Mutual Fund
NAV$21.23
T. Rowe Price Retirement 2060 Fund R Class
AUM$179M
TER1.14%
Holdings31
See how much of TRRZX you already own
TRRZX Mutual Fund Overlap Analysis
TRRZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TRRZX may share significant positions with broad-market funds.
TRRZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRZX tax-loss harvesting finds highly correlated but non-identical funds.