RAFTX Mutual Fund
RAFTX Mutual Fund
NAV$21.73
TER1.43%
Holdings24
See how much of RAFTX you already own
RAFTX Mutual Fund
NAV$21.73
American Funds 2035 Target Date Retirement Fund CLASS R1
TER1.43%
Holdings24
See how much of RAFTX you already own
RAFTX Mutual Fund Overlap Analysis
RAFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, RAFTX may share significant positions with broad-market funds.
RAFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAFTX tax-loss harvesting finds highly correlated but non-identical funds.