RACTX Mutual Fund

NAV$14.83

TER1.39%

Holdings21

RACTX Mutual Fund

NAV$14.83

American Funds 2020 Target Date Retirement Income Fund Class R1

TER1.39%

Holdings21

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

Holdings Overlap Analysis

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

RACTX Mutual Fund Overlap Analysis

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

RACTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RACTX may share significant positions with broad-market funds.

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