RALUX Mutual Fund Analysis & Holdings | MarketXLS

RALUX Mutual Fund

NAV$12.81

AUM$255,584.61

TER1.18%

Holdings12

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RALUX Mutual Fund

NAV$12.81

Russell Lifepoints Aggressive Strategy Fund Class R4

AUM$255,584.61

TER1.18%

Holdings12

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

RALUX Mutual Fund Overlap Analysis

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

RALUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, RALUX may share significant positions with broad-market funds.

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