RFJTX Mutual Fund
RFJTX Mutual Fund
NAV$13.41
TER0.30%
Holdings18
See how much of RFJTX you already own
RFJTX Mutual Fund
NAV$13.41
American Funds 2015 Target Date Retirement Income Fund Class R6
TER0.30%
Holdings18
See how much of RFJTX you already own
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.