REDTX Mutual Fund
REDTX Mutual Fund
NAV$17.02
TER0.36%
Holdings21
See how much of REDTX you already own
REDTX Mutual Fund
NAV$17.02
American Funds 2025 Target Date Retirement Income Fund CLASS R5
TER0.36%
Holdings21
See how much of REDTX you already own
REDTX Mutual Fund Overlap Analysis
REDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, REDTX may share significant positions with broad-market funds.
REDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REDTX tax-loss harvesting finds highly correlated but non-identical funds.