RHCTX Mutual Fund

NAV$14.78

TER0.44%

Holdings21

RHCTX Mutual Fund

NAV$14.78

American Funds 2020 Target Date Retirement Income Fund Class R5E

TER0.44%

Holdings21

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Holdings Overlap Analysis

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

RHCTX Mutual Fund Overlap Analysis

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

RHCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RHCTX may share significant positions with broad-market funds.

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