TTRTX Mutual Fund
TTRTX Mutual Fund
NAV$12.24
AUM$14M
TER0.30%
Holdings26
See how much of TTRTX you already own
TTRTX Mutual Fund
NAV$12.24
T. Rowe Price Target 2015 Fund Class I
AUM$14M
TER0.30%
Holdings26
See how much of TTRTX you already own
TTRTX Mutual Fund Overlap Analysis
TTRTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TTRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TTRTX may share significant positions with broad-market funds.
TTRTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TTRTX tax-loss harvesting finds highly correlated but non-identical funds.