TRVVX Mutual Fund
TRVVX Mutual Fund
NAV$14.40
AUM$53M
TER0.34%
Holdings26
See how much of TRVVX you already own
TRVVX Mutual Fund
NAV$14.40
T. Rowe Price Target 2025 Fund Class I
AUM$53M
TER0.34%
Holdings26
See how much of TRVVX you already own
TRVVX Mutual Fund Overlap Analysis
TRVVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRVVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRVVX may share significant positions with broad-market funds.
TRVVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRVVX tax-loss harvesting finds highly correlated but non-identical funds.