TRVZX Mutual Fund

NAV$7.80

AUM$11.9B

Holdings1,691

TRVZX Mutual Fund

NAV$7.80

T. Rowe Price New Income Fund

AUM$11.9B

Holdings1,691

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Holdings Overlap Analysis

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

TRVZX Mutual Fund Overlap Analysis

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

TRVZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1691 holdings, TRVZX may share significant positions with broad-market funds.

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