TBLPX Mutual Fund
NAV$11.02
TER0.34%
Holdings26
TBLPX Mutual Fund
NAV$11.02
T. Rowe Price Retirement Blend 2005 Fund Investor Class
TER0.34%
Holdings26
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TBLPX Mutual Fund Overlap Analysis
TBLPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TBLPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TBLPX may share significant positions with broad-market funds.
TBLPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TBLPX tax-loss harvesting finds highly correlated but non-identical funds.