TRXRX Mutual Fund
TRXRX Mutual Fund
NAV$19.47
AUM$34M
TER0.40%
Holdings24
See how much of TRXRX you already own
TRXRX Mutual Fund
NAV$19.47
T. Rowe Price Target 2040 Fund Class I
AUM$34M
TER0.40%
Holdings24
See how much of TRXRX you already own
TRXRX Mutual Fund Overlap Analysis
TRXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TRXRX may share significant positions with broad-market funds.
TRXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRXRX tax-loss harvesting finds highly correlated but non-identical funds.