TBLDX Mutual Fund
NAV$11.59
TER0.20%
Holdings26
TBLDX Mutual Fund
NAV$11.59
T. Rowe Price Retirement Blend 2020 Fund Class I
TER0.20%
Holdings26
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TBLDX Mutual Fund Overlap Analysis
TBLDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TBLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TBLDX may share significant positions with broad-market funds.
TBLDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TBLDX tax-loss harvesting finds highly correlated but non-identical funds.