REFGX Mutual Fund
NAV$10.33
AUM$98M
TER0.74%
Holdings121
REFGX Mutual Fund
NAV$10.33
Emerging Markets Equities Fund, Inc Class R6
AUM$98M
TER0.74%
Holdings121
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REFGX Mutual Fund Overlap Analysis
REFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 121 holdings, REFGX may share significant positions with broad-market funds.
REFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REFGX tax-loss harvesting finds highly correlated but non-identical funds.