RCHTX Mutual Fund

NAV$26.04

AUM$954M

TER1.01%

Holdings25

See how much of RCHTX you already own

Just $25 once·$69/mo·Download sample

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RCHTX Mutual Fund

NAV$26.04

American Funds 2045 Target Date Retirement Fund CLASS R3

AUM$954M

TER1.01%

Holdings25

See how much of RCHTX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

RCHTX Mutual Fund Overlap Analysis

RCHTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RCHTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RCHTX may share significant positions with broad-market funds.

RCHTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCHTX tax-loss harvesting finds highly correlated but non-identical funds.