RAATX Mutual Fund
NAV$12.69
AUM$2M
TER1.37%
Holdings16
RAATX Mutual Fund
NAV$12.69
American Funds 2010 Target Date Retirement Income Fund Class R1
AUM$2M
TER1.37%
Holdings16
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RAATX Mutual Fund Overlap Analysis
RAATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, RAATX may share significant positions with broad-market funds.
RAATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAATX tax-loss harvesting finds highly correlated but non-identical funds.