RHATX Mutual Fund
RHATX Mutual Fund
NAV$12.85
TER0.42%
Holdings16
See how much of RHATX you already own
RHATX Mutual Fund
NAV$12.85
American Funds 2010 Target Date Retirement Income Fund Class R-5E
TER0.42%
Holdings16
See how much of RHATX you already own
RHATX Mutual Fund Overlap Analysis
RHATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RHATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, RHATX may share significant positions with broad-market funds.
RHATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RHATX tax-loss harvesting finds highly correlated but non-identical funds.