RFKTX Mutual Fund

NAV$33.58

AUM$2.4B

TER0.38%

Holdings20

See how much of RFKTX you already own

Just $25 once·$99/mo·Download sample

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RFKTX Mutual Fund

NAV$33.58

American Funds 2055 Target Date Retirement Fund Class R-6

AUM$2.4B

TER0.38%

Holdings20

See how much of RFKTX 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 RFKTX 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 RFKTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RFKTX Mutual Fund Overlap Analysis

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

RFKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RFKTX may share significant positions with broad-market funds.

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