RHDTX Mutual Fund

NAV$16.68

AUM$938M

TER0.45%

Holdings21

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Just $25 once·$99/mo·Download sample

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RHDTX Mutual Fund

NAV$16.68

American Funds 2025 Target Date Retirement Income Fund Class R-5E

AUM$938M

TER0.45%

Holdings21

See how much of RHDTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

RHDTX Mutual Fund Overlap Analysis

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

RHDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RHDTX may share significant positions with broad-market funds.

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