RAITX Mutual Fund
RAITX Mutual Fund
NAV$25.31
TER1.46%
Holdings20
See how much of RAITX you already own
RAITX Mutual Fund
NAV$25.31
American Funds 2050 Target Date Retirement Fund CLASS R1
TER1.46%
Holdings20
See how much of RAITX you already own
RAITX Mutual Fund Overlap Analysis
RAITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RAITX may share significant positions with broad-market funds.
RAITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAITX tax-loss harvesting finds highly correlated but non-identical funds.