RCGTX Mutual Fund
RCGTX Mutual Fund
NAV$17.97
AUM$25M
TER2.17%
Holdings49
RCGTX Mutual Fund
NAV$17.97
Virtus Zevenbergen Technology Fund Class C
AUM$25M
TER2.17%
Holdings49
RCGTX Mutual Fund Overlap Analysis
RCGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RCGTX may share significant positions with broad-market funds.
RCGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCGTX tax-loss harvesting finds highly correlated but non-identical funds.