TRAZX Mutual Fund

NAV$9.29

AUM$41M

TER0.02%

Holdings329

TRAZX Mutual Fund

NAV$9.29

T. Rowe Price Institutional Floating Rate Fund Class Z

AUM$41M

TER0.02%

Holdings329

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Holdings Overlap Analysis

Compare TRAZX 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 TRAZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TRAZX Mutual Fund Overlap Analysis

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

TRAZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 329 holdings, TRAZX may share significant positions with broad-market funds.

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