RCETX Mutual Fund
RCETX Mutual Fund
NAV$19.69
AUM$2.0B
TER0.97%
Holdings25
See how much of RCETX you already own
RCETX Mutual Fund
NAV$19.69
American Funds 2030 Target Date Retirement Fund CLASS R3
AUM$2.0B
TER0.97%
Holdings25
See how much of RCETX you already own
RCETX Mutual Fund Overlap Analysis
RCETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RCETX may share significant positions with broad-market funds.
RCETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCETX tax-loss harvesting finds highly correlated but non-identical funds.