RHBTX Mutual Fund
RHBTX Mutual Fund
NAV$13.45
TER0.44%
Holdings18
See how much of RHBTX you already own
RHBTX Mutual Fund
NAV$13.45
American Funds 2015 Target Date Retirement Income Fund Class R-5E
TER0.44%
Holdings18
See how much of RHBTX you already own
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.