RFXAX Mutual Fund
RFXAX Mutual Fund
NAV$17.88
AUM$49M
TER2.02%
Holdings985
See how much of RFXAX you already own
RFXAX Mutual Fund
NAV$17.88
Rational Special Situations Income Fund Class A
AUM$49M
TER2.02%
Holdings985
See how much of RFXAX you already own
RFXAX Mutual Fund Overlap Analysis
RFXAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 985 holdings, RFXAX may share significant positions with broad-market funds.
RFXAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFXAX tax-loss harvesting finds highly correlated but non-identical funds.