REKTX Mutual Fund Analysis & Holdings | MarketXLS

REKTX Mutual Fund

NAV$33.81

AUM$217M

TER0.43%

Holdings20

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REKTX Mutual Fund

NAV$33.81

American Funds 2055 Target Date Retirement Fund Class R-5

AUM$217M

TER0.43%

Holdings20

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare REKTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings REKTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

REKTX Mutual Fund Overlap Analysis

REKTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

REKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, REKTX may share significant positions with broad-market funds.

REKTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REKTX tax-loss harvesting finds highly correlated but non-identical funds.