RRPPX Mutual Fund
RRPPX Mutual Fund
NAV$14.48
AUM$10,960
TER0.47%
Holdings10
See how much of RRPPX you already own
RRPPX Mutual Fund
NAV$14.48
American Funds Retirement Income Portfolio Moderate Series Class R-5E
AUM$10,960
TER0.47%
Holdings10
See how much of RRPPX you already own
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.