RERPX Mutual Fund
RERPX Mutual Fund
NAV$14.20
AUM$2M
TER1.24%
Holdings10
See how much of RERPX you already own
RERPX Mutual Fund
NAV$14.20
American Funds Retirement Income Portfolio Moderate Series Class R-2
AUM$2M
TER1.24%
Holdings10
See how much of RERPX you already own
RERPX Mutual Fund Overlap Analysis
RERPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RERPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RERPX may share significant positions with broad-market funds.
RERPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RERPX tax-loss harvesting finds highly correlated but non-identical funds.