RJRPX Mutual Fund

NAV$13.13

TER0.95%

Holdings11

RJRPX Mutual Fund

NAV$13.13

American Funds Retirement Income Portfolio Conservative Class R-3

TER0.95%

Holdings11

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare RJRPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RJRPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RJRPX Mutual Fund Overlap Analysis

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

RJRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RJRPX may share significant positions with broad-market funds.

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