VTRRX Mutual Fund
VTRRX Mutual Fund
NAV$17.80
AUM$70M
TER0.25%
Holdings12
See how much of VTRRX you already own
VTRRX Mutual Fund
NAV$17.80
Voya Target Retirement 2055 Fund Class R6
AUM$70M
TER0.25%
Holdings12
See how much of VTRRX you already own
VTRRX Mutual Fund Overlap Analysis
VTRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VTRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, VTRRX may share significant positions with broad-market funds.
VTRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VTRRX tax-loss harvesting finds highly correlated but non-identical funds.