RAGIX Mutual Fund

NAV$16.33

AUM$22M

TER0.80%

Holdings15

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Just $25 once·$99/mo·Download sample

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RAGIX Mutual Fund

NAV$16.33

ALPS Asset Allocation Growth & Income Class A

AUM$22M

TER0.80%

Holdings15

See how much of RAGIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RAGIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RAGIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RAGIX Mutual Fund Overlap Analysis

RAGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RAGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, RAGIX may share significant positions with broad-market funds.

RAGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAGIX tax-loss harvesting finds highly correlated but non-identical funds.