RFVTX Mutual Fund
RFVTX Mutual Fund
NAV$22.27
TER0.39%
Holdings17
See how much of RFVTX you already own
RFVTX Mutual Fund
NAV$22.27
American Funds 2065 Target Date Retirement Fund Class R-6
TER0.39%
Holdings17
See how much of RFVTX you already own
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.