RFUTX Mutual Fund

NAV$23.03

TER0.39%

Holdings18

RFUTX Mutual Fund

NAV$23.03

American Funds 2060 Target Date Retirement Fund Class R-6

TER0.39%

Holdings18

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Holdings Overlap Analysis

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

RFUTX Mutual Fund Overlap Analysis

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

RFUTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RFUTX may share significant positions with broad-market funds.

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