RAEXX Mutual Fund
RAEXX Mutual Fund
NAV$1.00
TER0.35%
Holdings150
RAEXX Mutual Fund
NAV$1.00
American Funds US Government Money Market Fund Class R-5
TER0.35%
Holdings150
RAEXX Mutual Fund Overlap Analysis
RAEXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, RAEXX may share significant positions with broad-market funds.
RAEXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAEXX tax-loss harvesting finds highly correlated but non-identical funds.