RFJTX Mutual Fund
RFJTX Mutual Fund
NAV$13.63
TER0.30%
Holdings18
RFJTX Mutual Fund
NAV$13.63
American Funds 2015 Target Date Retirement Income Fund Class R6
TER0.30%
Holdings18
RFJTX Mutual Fund Overlap Analysis
RFJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RFJTX may share significant positions with broad-market funds.
RFJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFJTX tax-loss harvesting finds highly correlated but non-identical funds.