RAGTX Mutual Fund
RAGTX Mutual Fund
NAV$95.21
AUM$903M
TER1.42%
Holdings49
See how much of RAGTX you already own
RAGTX Mutual Fund
NAV$95.21
Virtus Zevenbergen Technology Fund Class A
AUM$903M
TER1.42%
Holdings49
See how much of RAGTX you already own
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.