RELVX Mutual Fund

NAV$17.83

AUM$4M

TER1.45%

Holdings11

RELVX Mutual Fund

NAV$17.83

Russell LifePoints Equity Aggressive Strategy Fund Class R5

AUM$4M

TER1.45%

Holdings11

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Holdings Overlap Analysis

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

RELVX Mutual Fund Overlap Analysis

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

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

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