RAKTX Mutual Fund Analysis & Holdings | MarketXLS

RAKTX Mutual Fund

NAV$24.53

AUM$21M

TER1.45%

Holdings26

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RAKTX Mutual Fund

NAV$24.53

American Funds 2040 Target Date Retirement Fund CLASS R1

AUM$21M

TER1.45%

Holdings26

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

RAKTX Mutual Fund Overlap Analysis

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

RAKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RAKTX may share significant positions with broad-market funds.

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