RRPPX Mutual Fund

NAV$14.43

AUM$10,960

TER0.47%

Holdings10

RRPPX Mutual Fund

NAV$14.43

American Funds Retirement Income Portfolio Moderate Series Class R-5E

AUM$10,960

TER0.47%

Holdings10

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Holdings Overlap Analysis

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

RRPPX Mutual Fund Overlap Analysis

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

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

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