RELSX Mutual Fund Analysis & Holdings | MarketXLS

RELSX Mutual Fund

NAV$19.15

AUM$94M

TER1.03%

Holdings11

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RELSX Mutual Fund

NAV$19.15

Russell LifePoints Equity Aggressive Strategy Fund Class S

AUM$94M

TER1.03%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare RELSX 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 RELSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RELSX Mutual Fund Overlap Analysis

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

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

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