TRVSX Mutual Fund
TRVSX Mutual Fund
NAV$12.72
TER0.64%
Holdings20
See how much of TRVSX you already own
TRVSX Mutual Fund
NAV$12.72
T. Rowe Price Retirement 2070 Fund Investor Class
TER0.64%
Holdings20
See how much of TRVSX you already own
TRVSX Mutual Fund Overlap Analysis
TRVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, TRVSX may share significant positions with broad-market funds.
TRVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRVSX tax-loss harvesting finds highly correlated but non-identical funds.