REITX Mutual Fund
REITX Mutual Fund
NAV$26.52
AUM$388M
TER0.42%
Holdings20
See how much of REITX you already own
REITX Mutual Fund
NAV$26.52
American Funds 2050 Target Date Retirement Fund CLASS R5
AUM$388M
TER0.42%
Holdings20
See how much of REITX you already own
REITX Mutual Fund Overlap Analysis
REITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, REITX may share significant positions with broad-market funds.
REITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REITX tax-loss harvesting finds highly correlated but non-identical funds.