RBJTX Mutual Fund
RBJTX Mutual Fund
NAV$13.07
AUM$265M
TER1.39%
Holdings18
See how much of RBJTX you already own
RBJTX Mutual Fund
NAV$13.07
American Funds 2015 Target Date Retirement Income Fund Class R2
AUM$265M
TER1.39%
Holdings18
See how much of RBJTX you already own
RBJTX Mutual Fund Overlap Analysis
RBJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RBJTX may share significant positions with broad-market funds.
RBJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBJTX tax-loss harvesting finds highly correlated but non-identical funds.