RFNFX Mutual Fund
RFNFX Mutual Fund
NAV$103.33
AUM$49M
TER0.33%
Holdings218
See how much of RFNFX you already own
RFNFX Mutual Fund
NAV$103.33
American Funds Fundamental Investors Class R-5
AUM$49M
TER0.33%
Holdings218
See how much of RFNFX you already own
RFNFX Mutual Fund Overlap Analysis
RFNFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFNFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, RFNFX may share significant positions with broad-market funds.
RFNFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFNFX tax-loss harvesting finds highly correlated but non-identical funds.