TRSGX Mutual Fund
TRSGX Mutual Fund
NAV$47.69
TER0.78%
Holdings1,860
TRSGX Mutual Fund
NAV$47.69
T. Rowe Price Spectrum Moderate Growth Allocation Fund Investor Class
TER0.78%
Holdings1,860
TRSGX Mutual Fund Overlap Analysis
TRSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1860 holdings, TRSGX may share significant positions with broad-market funds.
TRSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRSGX tax-loss harvesting finds highly correlated but non-identical funds.