REATX Mutual Fund

NAV$12.89

TER0.33%

Holdings16

REATX Mutual Fund

NAV$12.89

American Funds 2010 Target Date Retirement Income Fund Class R5

TER0.33%

Holdings16

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Holdings Overlap Analysis

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

REATX Mutual Fund Overlap Analysis

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

REATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, REATX may share significant positions with broad-market funds.

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