REITX Mutual Fund

NAV$26.04

AUM$388M

TER0.42%

Holdings20

REITX Mutual Fund

NAV$26.04

American Funds 2050 Target Date Retirement Fund CLASS R5

AUM$388M

TER0.42%

Holdings20

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Holdings Overlap Analysis

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

REITX Mutual Fund Overlap Analysis

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

REITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, REITX may share significant positions with broad-market funds.

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