RHDTX Mutual Fund
NAV$17.01
AUM$938M
TER0.45%
Holdings21
RHDTX Mutual Fund
NAV$17.01
American Funds 2025 Target Date Retirement Income Fund Class R-5E
AUM$938M
TER0.45%
Holdings21
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RHDTX Mutual Fund Overlap Analysis
RHDTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RHDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RHDTX may share significant positions with broad-market funds.
RHDTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RHDTX tax-loss harvesting finds highly correlated but non-identical funds.