RDLTX Mutual Fund
NAV$21.90
TER0.74%
Holdings17
RDLTX Mutual Fund
NAV$21.90
American Funds 2065 Target Date Retirement Fund Class R-4
TER0.74%
Holdings17
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RDLTX Mutual Fund Overlap Analysis
RDLTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RDLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, RDLTX may share significant positions with broad-market funds.
RDLTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RDLTX tax-loss harvesting finds highly correlated but non-identical funds.