RRRPX Mutual Fund
NAV$14.37
AUM$13,435
TER0.36%
Holdings10
RRRPX Mutual Fund
NAV$14.37
American Funds Retirement Income Portfolio Moderate Series Class R-5
AUM$13,435
TER0.36%
Holdings10
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RRRPX Mutual Fund Overlap Analysis
RRRPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RRRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RRRPX may share significant positions with broad-market funds.
RRRPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RRRPX tax-loss harvesting finds highly correlated but non-identical funds.