TRXRX Mutual Fund

NAV$19.19

AUM$34M

TER0.40%

Holdings24

TRXRX Mutual Fund

NAV$19.19

T. Rowe Price Target 2040 Fund Class I

AUM$34M

TER0.40%

Holdings24

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Holdings Overlap Analysis

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

TRXRX Mutual Fund Overlap Analysis

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

TRXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TRXRX may share significant positions with broad-market funds.

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