RBDTX Mutual Fund

NAV$16.51

AUM$1.2B

TER1.40%

Holdings21

RBDTX Mutual Fund

NAV$16.51

American Funds 2025 Target Date Retirement Income Fund CLASS R2

AUM$1.2B

TER1.40%

Holdings21

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RBDTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RBDTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RBDTX Mutual Fund Overlap Analysis

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

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

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