RAFAX Mutual Fund
RAFAX Mutual Fund
NAV$35.66
AUM$49M
TER1.42%
Holdings145
See how much of RAFAX you already own
RAFAX Mutual Fund
NAV$35.66
AMCAP Fund Class R-1
AUM$49M
TER1.42%
Holdings145
See how much of RAFAX you already own
RAFAX Mutual Fund Overlap Analysis
RAFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, RAFAX may share significant positions with broad-market funds.
RAFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAFAX tax-loss harvesting finds highly correlated but non-identical funds.