RBJTX Mutual Fund Analysis & Holdings | MarketXLS

RBJTX Mutual Fund

NAV$13.28

AUM$265M

TER1.39%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

RBJTX Mutual Fund

NAV$13.28

American Funds 2015 Target Date Retirement Income Fund Class R2

AUM$265M

TER1.39%

Holdings18

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 RBJTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RBJTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.