RGPFX Mutual Fund
RGPFX Mutual Fund
NAV$21.63
TER0.49%
Holdings13
See how much of RGPFX you already own
RGPFX Mutual Fund
NAV$21.63
American Funds Moderate Growth and Income Portfolio - Class R-5E
TER0.49%
Holdings13
See how much of RGPFX you already own
RGPFX Mutual Fund Overlap Analysis
RGPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RGPFX may share significant positions with broad-market funds.
RGPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGPFX tax-loss harvesting finds highly correlated but non-identical funds.