RFITX Mutual Fund
NAV$25.93
AUM$4.8B
TER0.37%
Holdings20
RFITX Mutual Fund
NAV$25.93
American Funds 2050 Target Date Retirement Fund Class R-6
AUM$4.8B
TER0.37%
Holdings20
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RFITX Mutual Fund Overlap Analysis
RFITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RFITX may share significant positions with broad-market funds.
RFITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFITX tax-loss harvesting finds highly correlated but non-identical funds.