RJRPX Mutual Fund
RJRPX Mutual Fund
NAV$13.25
TER0.95%
Holdings11
See how much of RJRPX you already own
RJRPX Mutual Fund
NAV$13.25
American Funds Retirement Income Portfolio Conservative Class R-3
TER0.95%
Holdings11
See how much of RJRPX you already own
RJRPX Mutual Fund Overlap Analysis
RJRPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RJRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RJRPX may share significant positions with broad-market funds.
RJRPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RJRPX tax-loss harvesting finds highly correlated but non-identical funds.