TRLNX Mutual Fund

NAV$21.64

TER0.46%

Holdings31

TRLNX Mutual Fund

NAV$21.64

T. Rowe Price Retirement 2060 Fund Class I

TER0.46%

Holdings31

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

TRLNX Mutual Fund Overlap Analysis

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

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

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