RCKTX Mutual Fund
RCKTX Mutual Fund
NAV$24.87
TER1.00%
Holdings26
See how much of RCKTX you already own
RCKTX Mutual Fund
NAV$24.87
American Funds 2040 Target Date Retirement Fund CLASS R3
TER1.00%
Holdings26
See how much of RCKTX you already own
RCKTX Mutual Fund Overlap Analysis
RCKTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RCKTX may share significant positions with broad-market funds.
RCKTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCKTX tax-loss harvesting finds highly correlated but non-identical funds.