RHKTX Mutual Fund Analysis & Holdings | MarketXLS

RHKTX Mutual Fund

NAV$22.84

TER0.53%

Holdings18

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RHKTX Mutual Fund

NAV$22.84

American Funds 2060 Target Date Retirement Fund Class R-5E

TER0.53%

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

RHKTX Mutual Fund Overlap Analysis

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

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

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