RFHTX Mutual Fund
NAV$26.88
TER0.37%
Holdings25
RFHTX Mutual Fund
NAV$26.88
American Funds 2045 Target Date Retirement Fund Cl R-6
TER0.37%
Holdings25
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RFHTX Mutual Fund Overlap Analysis
RFHTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFHTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RFHTX may share significant positions with broad-market funds.
RFHTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFHTX tax-loss harvesting finds highly correlated but non-identical funds.