RBCTX Mutual Fund

NAV$14.64

AUM$742M

TER1.39%

Holdings21

See how much of RBCTX you already own

Just $25 once·$69/mo·Download sample

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RBCTX Mutual Fund

NAV$14.64

American Funds 2020 Target Date Retirement Income Fund Class R2

AUM$742M

TER1.39%

Holdings21

See how much of RBCTX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

RBCTX Mutual Fund Overlap Analysis

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

RBCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RBCTX may share significant positions with broad-market funds.

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