RBHTX Mutual Fund
RBHTX Mutual Fund
NAV$24.78
TER1.46%
Holdings25
See how much of RBHTX you already own
RBHTX Mutual Fund
NAV$24.78
American Funds 2045 Target Date Retirement Fund CLASS R2
TER1.46%
Holdings25
See how much of RBHTX you already own
RBHTX Mutual Fund Overlap Analysis
RBHTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBHTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RBHTX may share significant positions with broad-market funds.
RBHTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBHTX tax-loss harvesting finds highly correlated but non-identical funds.