REGTX Mutual Fund
REGTX Mutual Fund
NAV$25.63
AUM$574M
TER0.41%
Holdings26
See how much of REGTX you already own
REGTX Mutual Fund
NAV$25.63
American Funds 2040 Target Date Retirement Fund CLASS R5
AUM$574M
TER0.41%
Holdings26
See how much of REGTX you already own
REGTX Mutual Fund Overlap Analysis
REGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, REGTX may share significant positions with broad-market funds.
REGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REGTX tax-loss harvesting finds highly correlated but non-identical funds.