RHATX Mutual Fund
NAV$12.80
TER0.42%
Holdings16
RHATX Mutual Fund
NAV$12.80
American Funds 2010 Target Date Retirement Income Fund Class R-5E
TER0.42%
Holdings16
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RHATX Mutual Fund Overlap Analysis
RHATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RHATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, RHATX may share significant positions with broad-market funds.
RHATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RHATX tax-loss harvesting finds highly correlated but non-identical funds.