RDBTX Mutual Fund
RDBTX Mutual Fund
NAV$13.59
AUM$452M
TER0.65%
Holdings18
See how much of RDBTX you already own
RDBTX Mutual Fund
NAV$13.59
American Funds 2015 Target Date Retirement Income Fund Class R4
AUM$452M
TER0.65%
Holdings18
See how much of RDBTX you already own
RDBTX Mutual Fund Overlap Analysis
RDBTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RDBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RDBTX may share significant positions with broad-market funds.
RDBTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RDBTX tax-loss harvesting finds highly correlated but non-identical funds.