TRUBX Mutual Fund

NAV$14.25

TER0.34%

Holdings32

TRUBX Mutual Fund

NAV$14.25

T. Rowe Price Retirement 2015 Fund Class I

TER0.34%

Holdings32

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TRUBX Mutual Fund Overlap Analysis

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

TRUBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, TRUBX may share significant positions with broad-market funds.

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