RETSX Mutual Fund

NAV$107.76

AUM$8.9B

TER0.90%

Holdings430

See how much of RETSX you already own

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RETSX Mutual Fund

NAV$107.76

Russell Tax-Managed US Large Cap Fund Class S

AUM$8.9B

TER0.90%

Holdings430

See how much of RETSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

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.