RGFTX Mutual Fund
NAV$10.67
AUM$44M
TER0.91%
Holdings151
RGFTX Mutual Fund
NAV$10.67
Russell Global Infrastructure Fund Class M
AUM$44M
TER0.91%
Holdings151
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RGFTX Mutual Fund Overlap Analysis
RGFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 151 holdings, RGFTX may share significant positions with broad-market funds.
RGFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGFTX tax-loss harvesting finds highly correlated but non-identical funds.