REAGX Mutual Fund
REAGX Mutual Fund
NAV$14.07
TER0.44%
Holdings17
See how much of REAGX you already own
REAGX Mutual Fund
NAV$14.07
American Funds 2070 Target Date Retirement Fund Class R5
TER0.44%
Holdings17
See how much of REAGX you already own
REAGX Mutual Fund Overlap Analysis
REAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, REAGX may share significant positions with broad-market funds.
REAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REAGX tax-loss harvesting finds highly correlated but non-identical funds.