REKTX Mutual Fund
REKTX Mutual Fund
NAV$33.51
AUM$217M
TER0.43%
Holdings20
See how much of REKTX you already own
REKTX Mutual Fund
NAV$33.51
American Funds 2055 Target Date Retirement Fund Class R-5
AUM$217M
TER0.43%
Holdings20
See how much of REKTX you already own
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.