RIRPX Mutual Fund Analysis & Holdings | MarketXLS

RIRPX Mutual Fund

NAV$16.36

AUM$135,891

TER1.11%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

RIRPX Mutual Fund

NAV$16.36

American Funds Retirement Income Portfolio Enhanced - Class R-2E

AUM$135,891

TER1.11%

Holdings10

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 RIRPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RIRPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RIRPX Mutual Fund Overlap Analysis

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

RIRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RIRPX may share significant positions with broad-market funds.

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