RRTIX Mutual Fund
NAV$14.67
AUM$117M
TER0.99%
Holdings26
RRTIX Mutual Fund
NAV$14.67
T. Rowe Price Retirement Balanced Fund R Class
AUM$117M
TER0.99%
Holdings26
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RRTIX Mutual Fund Overlap Analysis
RRTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RRTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RRTIX may share significant positions with broad-market funds.
RRTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RRTIX tax-loss harvesting finds highly correlated but non-identical funds.