RXRPX Mutual Fund
NAV$16.19
AUM$11,530
TER0.38%
Holdings10
RXRPX Mutual Fund
NAV$16.19
American Funds Retirement Income Portfolio Enhanced - Class R-5
AUM$11,530
TER0.38%
Holdings10
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RXRPX Mutual Fund Overlap Analysis
RXRPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RXRPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RXRPX may share significant positions with broad-market funds.
RXRPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RXRPX tax-loss harvesting finds highly correlated but non-identical funds.