RAJTX Mutual Fund
RAJTX Mutual Fund
NAV$13.28
TER1.39%
Holdings18
See how much of RAJTX you already own
RAJTX Mutual Fund
NAV$13.28
American Funds 2015 Target Date Retirement Income Fund Class R1
TER1.39%
Holdings18
See how much of RAJTX you already own
RAJTX Mutual Fund Overlap Analysis
RAJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RAJTX may share significant positions with broad-market funds.
RAJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAJTX tax-loss harvesting finds highly correlated but non-identical funds.