RFDTX Mutual Fund

NAV$17.24

AUM$10.0B

TER0.31%

Holdings21

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RFDTX Mutual Fund

NAV$17.24

American Funds 2025 Target Date Retirement Income Fund Class R-6

AUM$10.0B

TER0.31%

Holdings21

See how much of RFDTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare RFDTX 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 RFDTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RFDTX Mutual Fund Overlap Analysis

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

RFDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RFDTX may share significant positions with broad-market funds.

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