RDMAX Mutual Fund
RDMAX Mutual Fund
NAV$23.49
AUM$712,261.76
TER2.27%
Holdings52
See how much of RDMAX you already own
RDMAX Mutual Fund
NAV$23.49
Return Stacked Balanced Allocation & Systematic Macro Fund Class A
AUM$712,261.76
TER2.27%
Holdings52
See how much of RDMAX you already own
RDMAX Mutual Fund Overlap Analysis
RDMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RDMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, RDMAX may share significant positions with broad-market funds.
RDMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RDMAX tax-loss harvesting finds highly correlated but non-identical funds.