RHBTX Mutual Fund Analysis & Holdings | MarketXLS

RHBTX Mutual Fund

NAV$13.49

TER0.44%

Holdings18

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RHBTX Mutual Fund

NAV$13.49

American Funds 2015 Target Date Retirement Income Fund Class R-5E

TER0.44%

Holdings18

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

RHBTX Mutual Fund Overlap Analysis

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

RHBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RHBTX may share significant positions with broad-market funds.

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