RFGTX Mutual Fund
RFGTX Mutual Fund
NAV$25.20
TER0.36%
Holdings27
See how much of RFGTX you already own
RFGTX Mutual Fund
NAV$25.20
American Funds 2040 Target Date Retirement Fund Class R-6
TER0.36%
Holdings27
See how much of RFGTX you already own
RFGTX Mutual Fund Overlap Analysis
RFGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, RFGTX may share significant positions with broad-market funds.
RFGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFGTX tax-loss harvesting finds highly correlated but non-identical funds.