RETCX Mutual Fund Analysis & Holdings | MarketXLS

RETCX Mutual Fund

NAV$8.21

AUM$212,425.52

TER1.61%

Holdings61

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RETCX Mutual Fund

NAV$8.21

Victory Tax-Exempt Fund Class C

AUM$212,425.52

TER1.61%

Holdings61

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

RETCX Mutual Fund Overlap Analysis

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

RETCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, RETCX may share significant positions with broad-market funds.

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