RRRPX Mutual Fund
RRRPX Mutual Fund
NAV$14.55
AUM$13,435
TER0.36%
Holdings10
See how much of RRRPX you already own
RRRPX Mutual Fund
NAV$14.55
American Funds Retirement Income Portfolio Moderate Series Class R-5
AUM$13,435
TER0.36%
Holdings10
See how much of RRRPX you already own
RRRPX Mutual Fund Overlap Analysis
RRRPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RRRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RRRPX may share significant positions with broad-market funds.
RRRPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RRRPX tax-loss harvesting finds highly correlated but non-identical funds.