RAFEX Mutual Fund
RAFEX Mutual Fund
NAV$44.36
AUM$49M
TER0.68%
Holdings145
See how much of RAFEX you already own
RAFEX Mutual Fund
NAV$44.36
AMCAP Fund Class R-4
AUM$49M
TER0.68%
Holdings145
See how much of RAFEX you already own
RAFEX Mutual Fund Overlap Analysis
RAFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, RAFEX may share significant positions with broad-market funds.
RAFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAFEX tax-loss harvesting finds highly correlated but non-identical funds.