TRARX Mutual Fund

NAV$12.24

AUM$33M

TER0.45%

Holdings26

TRARX Mutual Fund

NAV$12.24

T. Rowe Price Target 2005 Fund Investor Class

AUM$33M

TER0.45%

Holdings26

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Holdings Overlap Analysis

Compare TRARX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TRARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TRARX Mutual Fund Overlap Analysis

TRARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TRARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRARX may share significant positions with broad-market funds.

TRARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRARX tax-loss harvesting finds highly correlated but non-identical funds.