RCDTX Mutual Fund
RCDTX Mutual Fund
NAV$16.79
AUM$1.8B
TER0.95%
Holdings21
See how much of RCDTX you already own
RCDTX Mutual Fund
NAV$16.79
American Funds 2025 Target Date Retirement Income Fund CLASS R3
AUM$1.8B
TER0.95%
Holdings21
See how much of RCDTX you already own
RCDTX Mutual Fund Overlap Analysis
RCDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RCDTX may share significant positions with broad-market funds.
RCDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCDTX tax-loss harvesting finds highly correlated but non-identical funds.