TRRAX Mutual Fund
NAV$16.85
AUM$3.5B
TER0.49%
Holdings26
TRRAX Mutual Fund
NAV$16.85
T. Rowe Price Retirement 2010 Fund Investor Class
AUM$3.5B
TER0.49%
Holdings26
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TRRAX Mutual Fund Overlap Analysis
TRRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRRAX may share significant positions with broad-market funds.
TRRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRAX tax-loss harvesting finds highly correlated but non-identical funds.