TRRDX Mutual Fund

NAV$38.64

TER0.59%

Holdings31

TRRDX Mutual Fund

NAV$38.64

T. Rowe Price Retirement 2040 Fund Investor Class

TER0.59%

Holdings31

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

TRRDX Mutual Fund Overlap Analysis

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

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

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