RGRPX Mutual Fund
RGRPX Mutual Fund
NAV$13.30
AUM$11,103
TER1.10%
Holdings11
See how much of RGRPX you already own
RGRPX Mutual Fund
NAV$13.30
American Funds Retirement Income Portfolio Conservative Class R-2E
AUM$11,103
TER1.10%
Holdings11
See how much of RGRPX you already own
RGRPX Mutual Fund Overlap Analysis
RGRPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RGRPX may share significant positions with broad-market funds.
RGRPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGRPX tax-loss harvesting finds highly correlated but non-identical funds.