RBCUX Mutual Fund Analysis & Holdings | MarketXLS

RBCUX Mutual Fund

NAV$21.71

AUM$2.4B

TER0.41%

Holdings3,375

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RBCUX Mutual Fund

NAV$21.71

Russell Tax-Exempt Bond Fund Class M

AUM$2.4B

TER0.41%

Holdings3,375

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

RBCUX Mutual Fund Overlap Analysis

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

RBCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3375 holdings, RBCUX may share significant positions with broad-market funds.

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