RERPX Mutual Fund

NAV$14.39

AUM$2M

TER1.24%

Holdings10

RERPX Mutual Fund

NAV$14.39

American Funds Retirement Income Portfolio Moderate Series Class R-2

AUM$2M

TER1.24%

Holdings10

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

RERPX Mutual Fund Overlap Analysis

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

RERPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RERPX may share significant positions with broad-market funds.

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