RESGX Mutual Fund
RESGX Mutual Fund
NAV$20.09
AUM$23M
TER0.85%
Holdings51
RESGX Mutual Fund
NAV$20.09
Glenmede Energy Resilience Portfolio
AUM$23M
TER0.85%
Holdings51
RESGX Mutual Fund Overlap Analysis
RESGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RESGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, RESGX may share significant positions with broad-market funds.
RESGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RESGX tax-loss harvesting finds highly correlated but non-identical funds.