RELRX Mutual Fund

NAV$19.19

AUM$5M

TER0.95%

Holdings11

See how much of RELRX you already own

Just $25 once·$99/mo·Download sample

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RELRX Mutual Fund

NAV$19.19

Russell LifePoints Equity Aggressive Strategy Fund Class R1

AUM$5M

TER0.95%

Holdings11

See how much of RELRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RELRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RELRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RELRX Mutual Fund Overlap Analysis

RELRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RELRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RELRX may share significant positions with broad-market funds.

RELRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RELRX tax-loss harvesting finds highly correlated but non-identical funds.