TRJMX Mutual Fund

NAV$26.00

TER0.45%

Holdings31

TRJMX Mutual Fund

NAV$26.00

T. Rowe Price Retirement 2055 Fund Class I

TER0.45%

Holdings31

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Holdings Overlap Analysis

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

TRJMX Mutual Fund Overlap Analysis

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

TRJMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, TRJMX may share significant positions with broad-market funds.

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