RHJTX Mutual Fund
RHJTX Mutual Fund
NAV$33.01
AUM$167M
TER0.52%
Holdings20
See how much of RHJTX you already own
RHJTX Mutual Fund
NAV$33.01
American Funds 2055 Target Date Retirement Fund Class R-5E
AUM$167M
TER0.52%
Holdings20
See how much of RHJTX you already own
RHJTX Mutual Fund Overlap Analysis
RHJTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RHJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RHJTX may share significant positions with broad-market funds.
RHJTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RHJTX tax-loss harvesting finds highly correlated but non-identical funds.