RCTRX Mutual Fund
RCTRX Mutual Fund
NAV$9.53
AUM$169M
TER1.24%
Holdings2,108
See how much of RCTRX you already own
RCTRX Mutual Fund
NAV$9.53
Regan Total Return Income Fund Investor Class
AUM$169M
TER1.24%
Holdings2,108
See how much of RCTRX you already own
RCTRX Mutual Fund Overlap Analysis
RCTRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2108 holdings, RCTRX may share significant positions with broad-market funds.
RCTRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCTRX tax-loss harvesting finds highly correlated but non-identical funds.