REFTX Mutual Fund

NAV$22.50

AUM$614M

TER0.39%

Holdings24

REFTX Mutual Fund

NAV$22.50

American Funds 2035 Target Date Retirement Fund CLASS R5

AUM$614M

TER0.39%

Holdings24

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare REFTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings REFTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

REFTX Mutual Fund Overlap Analysis

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

REFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, REFTX may share significant positions with broad-market funds.

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