REHTX Mutual Fund
REHTX Mutual Fund
NAV$26.94
AUM$437M
TER0.42%
Holdings25
See how much of REHTX you already own
REHTX Mutual Fund
NAV$26.94
American Funds 2045 Target Date Retirement Fund CLASS R5
AUM$437M
TER0.42%
Holdings25
See how much of REHTX you already own
REHTX Mutual Fund Overlap Analysis
REHTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REHTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, REHTX may share significant positions with broad-market funds.
REHTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REHTX tax-loss harvesting finds highly correlated but non-identical funds.