RFXCX Mutual Fund
RFXCX Mutual Fund
NAV$17.73
AUM$38M
TER2.72%
Holdings985
See how much of RFXCX you already own
RFXCX Mutual Fund
NAV$17.73
Rational Special Situations Income Fund Class C
AUM$38M
TER2.72%
Holdings985
See how much of RFXCX you already own
RFXCX Mutual Fund Overlap Analysis
RFXCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 985 holdings, RFXCX may share significant positions with broad-market funds.
RFXCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFXCX tax-loss harvesting finds highly correlated but non-identical funds.