RCTRX Mutual Fund

NAV$9.51

AUM$168M

TER1.24%

Holdings2,108

RCTRX Mutual Fund

NAV$9.51

Regan Total Return Income Fund Investor Class

AUM$168M

TER1.24%

Holdings2,108

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Holdings Overlap Analysis

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

RCTRX Mutual Fund Overlap Analysis

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

RCTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2108 holdings, RCTRX may share significant positions with broad-market funds.

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