RDLTX Mutual Fund
RDLTX Mutual Fund
NAV$22.41
TER0.74%
Holdings17
See how much of RDLTX you already own
RDLTX Mutual Fund
NAV$22.41
American Funds 2065 Target Date Retirement Fund Class R-4
TER0.74%
Holdings17
See how much of RDLTX you already own
RDLTX Mutual Fund Overlap Analysis
RDLTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RDLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, RDLTX may share significant positions with broad-market funds.
RDLTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RDLTX tax-loss harvesting finds highly correlated but non-identical funds.