RRQPX Mutual Fund
RRQPX Mutual Fund
NAV$16.43
TER0.45%
Holdings10
See how much of RRQPX you already own
RRQPX Mutual Fund
NAV$16.43
American Funds Retirement Income Portfolio Enhanced - Class R-5E
TER0.45%
Holdings10
See how much of RRQPX you already own
RRQPX Mutual Fund Overlap Analysis
RRQPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RRQPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RRQPX may share significant positions with broad-market funds.
RRQPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RRQPX tax-loss harvesting finds highly correlated but non-identical funds.