RFNEX Mutual Fund
RFNEX Mutual Fund
NAV$102.98
AUM$49M
TER0.62%
Holdings218
See how much of RFNEX you already own
RFNEX Mutual Fund
NAV$102.98
American Funds Fundamental Investors Class R-4
AUM$49M
TER0.62%
Holdings218
See how much of RFNEX you already own
RFNEX Mutual Fund Overlap Analysis
RFNEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFNEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, RFNEX may share significant positions with broad-market funds.
RFNEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFNEX tax-loss harvesting finds highly correlated but non-identical funds.