RAGTX Mutual Fund Analysis & Holdings | MarketXLS

RAGTX Mutual Fund

NAV$95.93

AUM$876M

TER1.43%

Holdings49

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RAGTX Mutual Fund

NAV$95.93

Virtus Zevenbergen Technology Fund Class A

AUM$876M

TER1.43%

Holdings49

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare RAGTX 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 RAGTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RAGTX Mutual Fund Overlap Analysis

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

RAGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RAGTX may share significant positions with broad-market funds.

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