TRRKX Mutual Fund

NAV$28.77

AUM$7.1B

TER0.60%

Holdings30

TRRKX Mutual Fund

NAV$28.77

T. Rowe Price Retirement 2045 Fund Investor Class

AUM$7.1B

TER0.60%

Holdings30

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Holdings Overlap Analysis

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

TRRKX Mutual Fund Overlap Analysis

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

TRRKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, TRRKX may share significant positions with broad-market funds.

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