TRRUX Mutual Fund
NAV$13.02
AUM$258M
TER0.47%
Holdings26
TRRUX Mutual Fund
NAV$13.02
T. Rowe Price Target 2020 Fund Investor Class
AUM$258M
TER0.47%
Holdings26
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TRRUX Mutual Fund Overlap Analysis
TRRUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, TRRUX may share significant positions with broad-market funds.
TRRUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRRUX tax-loss harvesting finds highly correlated but non-identical funds.