REIPX Mutual Fund
REIPX Mutual Fund
NAV$45.43
AUM$4.5B
TER0.56%
Holdings126
See how much of REIPX you already own
REIPX Mutual Fund
NAV$45.43
T. Rowe Price Equity Income Fund Class I
AUM$4.5B
TER0.56%
Holdings126
See how much of REIPX you already own
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.