RCIRX Mutual Fund
RCIRX Mutual Fund
NAV$9.44
AUM$2.1B
TER0.99%
Holdings2,108
See how much of RCIRX you already own
RCIRX Mutual Fund
NAV$9.44
Regan Total Return Income Fund Institutional Class
AUM$2.1B
TER0.99%
Holdings2,108
See how much of RCIRX you already own
RCIRX Mutual Fund Overlap Analysis
RCIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2108 holdings, RCIRX may share significant positions with broad-market funds.
RCIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCIRX tax-loss harvesting finds highly correlated but non-identical funds.