RDJTX Mutual Fund
RDJTX Mutual Fund
NAV$33.02
AUM$582M
TER0.73%
Holdings20
See how much of RDJTX you already own
RDJTX Mutual Fund
NAV$33.02
American Funds 2055 Target Date Retirement Fund Class R-4
AUM$582M
TER0.73%
Holdings20
See how much of RDJTX you already own
RDJTX Mutual Fund Overlap Analysis
RDJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RDJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RDJTX may share significant positions with broad-market funds.
RDJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RDJTX tax-loss harvesting finds highly correlated but non-identical funds.