RFRPX Mutual Fund

NAV$16.04

TER1.14%

Holdings10

RFRPX Mutual Fund

NAV$16.04

American Funds Retirement Income Portfolio Enhanced - Class R-2

TER1.14%

Holdings10

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Holdings Overlap Analysis

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

RFRPX Mutual Fund Overlap Analysis

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

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

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