RARPX Mutual Fund Holdings Overlap Calculator | MarketXLS

RARPX Mutual Fund

NAV$13.19

AUM$747,573

TER1.32%

Holdings11

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RARPX Mutual Fund

NAV$13.19

American Funds Retirement Income Portfolio Conservative Class R-1

AUM$747,573

TER1.32%

Holdings11

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

RARPX Mutual Fund Overlap Analysis

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

RARPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RARPX may share significant positions with broad-market funds.

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