REAGX Mutual Fund
NAV$14.44
TER0.44%
Holdings17
REAGX Mutual Fund
NAV$14.44
American Funds 2070 Target Date Retirement Fund Class R5
TER0.44%
Holdings17
See inside every mutual fund you own
$29/moCancel anytime.
REAGX Mutual Fund Overlap Analysis
REAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, REAGX may share significant positions with broad-market funds.
REAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REAGX tax-loss harvesting finds highly correlated but non-identical funds.