RETSX Mutual Fund

NAV$108.53

AUM$8.4B

TER0.90%

Holdings430

RETSX Mutual Fund

NAV$108.53

Russell Tax-Managed US Large Cap Fund Class S

AUM$8.4B

TER0.90%

Holdings430

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Holdings Overlap Analysis

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

RETSX Mutual Fund Overlap Analysis

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

RETSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 430 holdings, RETSX may share significant positions with broad-market funds.

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