RFETX Mutual Fund
RFETX Mutual Fund
NAV$20.10
AUM$11.3B
TER0.33%
Holdings25
See how much of RFETX you already own
RFETX Mutual Fund
NAV$20.10
American Funds 2030 Target Date Retirement Fund Class R-6
AUM$11.3B
TER0.33%
Holdings25
See how much of RFETX you already own
RFETX Mutual Fund Overlap Analysis
RFETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RFETX may share significant positions with broad-market funds.
RFETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFETX tax-loss harvesting finds highly correlated but non-identical funds.