RFXIX Mutual Fund
RFXIX Mutual Fund
NAV$17.80
AUM$1.3B
TER1.77%
Holdings985
See how much of RFXIX you already own
RFXIX Mutual Fund
NAV$17.80
Rational Special Situations Income Fund
AUM$1.3B
TER1.77%
Holdings985
See how much of RFXIX you already own
RFXIX Mutual Fund Overlap Analysis
RFXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 985 holdings, RFXIX may share significant positions with broad-market funds.
RFXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFXIX tax-loss harvesting finds highly correlated but non-identical funds.