RHGTX Mutual Fund
RHGTX Mutual Fund
NAV$25.25
AUM$598M
TER0.50%
Holdings26
See how much of RHGTX you already own
RHGTX Mutual Fund
NAV$25.25
American Funds 2040 Target Date Retirement Fund Class R-5E
AUM$598M
TER0.50%
Holdings26
See how much of RHGTX you already own
RHGTX Mutual Fund Overlap Analysis
RHGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RHGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RHGTX may share significant positions with broad-market funds.
RHGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RHGTX tax-loss harvesting finds highly correlated but non-identical funds.