RFVTX Mutual Fund Analysis & Holdings | MarketXLS

RFVTX Mutual Fund

NAV$22.73

TER0.39%

Holdings17

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RFVTX Mutual Fund

NAV$22.73

American Funds 2065 Target Date Retirement Fund Class R-6

TER0.39%

Holdings17

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RFVTX 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 RFVTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RFVTX Mutual Fund Overlap Analysis

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

RFVTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, RFVTX may share significant positions with broad-market funds.

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