RBCTX Mutual Fund

NAV$14.49

AUM$742M

TER1.39%

Holdings21

RBCTX Mutual Fund

NAV$14.49

American Funds 2020 Target Date Retirement Income Fund Class R2

AUM$742M

TER1.39%

Holdings21

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Holdings Overlap Analysis

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

RBCTX Mutual Fund Overlap Analysis

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

RBCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RBCTX may share significant positions with broad-market funds.

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