RCJTX Mutual Fund
RCJTX Mutual Fund
NAV$13.22
TER0.94%
Holdings18
See how much of RCJTX you already own
RCJTX Mutual Fund
NAV$13.22
American Funds 2015 Target Date Retirement Income Fund Class R3
TER0.94%
Holdings18
See how much of RCJTX you already own
RCJTX Mutual Fund Overlap Analysis
RCJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RCJTX may share significant positions with broad-market funds.
RCJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCJTX tax-loss harvesting finds highly correlated but non-identical funds.