REAIX Mutual Fund
REAIX Mutual Fund
NAV$28.98
AUM$112M
TER0.96%
Holdings39
REAIX Mutual Fund
NAV$28.98
American Century Real Estate Fund I Class
AUM$112M
TER0.96%
Holdings39
REAIX Mutual Fund Overlap Analysis
REAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, REAIX may share significant positions with broad-market funds.
REAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REAIX tax-loss harvesting finds highly correlated but non-identical funds.