REETX Mutual Fund

NAV$20.25

AUM$770M

TER0.38%

Holdings25

REETX Mutual Fund

NAV$20.25

American Funds 2030 Target Date Retirement Fund CLASS R5

AUM$770M

TER0.38%

Holdings25

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Holdings Overlap Analysis

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

REETX Mutual Fund Overlap Analysis

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

REETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, REETX may share significant positions with broad-market funds.

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