RFBFX Mutual Fund
RFBFX Mutual Fund
NAV$14.05
TER0.39%
Holdings17
See how much of RFBFX you already own
RFBFX Mutual Fund
NAV$14.05
American Funds 2070 Target Date Retirement Fund Class R6
TER0.39%
Holdings17
See how much of RFBFX you already own
RFBFX Mutual Fund Overlap Analysis
RFBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, RFBFX may share significant positions with broad-market funds.
RFBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFBFX tax-loss harvesting finds highly correlated but non-identical funds.