RGESX Mutual Fund Analysis & Holdings | MarketXLS

RGESX Mutual Fund

NAV$12.71

AUM$2.7B

TER0.98%

Holdings642

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RGESX Mutual Fund

NAV$12.71

Russell Global Equity Fund Class S

AUM$2.7B

TER0.98%

Holdings642

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RGESX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RGESX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RGESX Mutual Fund Overlap Analysis

RGESX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RGESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 642 holdings, RGESX may share significant positions with broad-market funds.

RGESX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGESX tax-loss harvesting finds highly correlated but non-identical funds.