TRRIX Mutual Fund

NAV$14.71

AUM$1.8B

TER0.49%

Holdings26

TRRIX Mutual Fund

NAV$14.71

T. Rowe Price Retirement Balanced Fund Investor Class

AUM$1.8B

TER0.49%

Holdings26

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Holdings Overlap Analysis

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

TRRIX Mutual Fund Overlap Analysis

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

TRRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRRIX may share significant positions with broad-market funds.

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