REIPX Mutual Fund
REIPX Mutual Fund
NAV$45.88
AUM$4.5B
TER0.56%
Holdings126
REIPX Mutual Fund
NAV$45.88
T. Rowe Price Equity Income Fund Class I
AUM$4.5B
TER0.56%
Holdings126
REIPX Mutual Fund Overlap Analysis
REIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
REIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, REIPX may share significant positions with broad-market funds.
REIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. REIPX tax-loss harvesting finds highly correlated but non-identical funds.