RGISX Mutual Fund
RGISX Mutual Fund
NAV$10.70
AUM$511M
TER1.01%
Holdings151
RGISX Mutual Fund
NAV$10.70
Russell Global Infrastructure Fund Class S
AUM$511M
TER1.01%
Holdings151
RGISX Mutual Fund Overlap Analysis
RGISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 151 holdings, RGISX may share significant positions with broad-market funds.
RGISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGISX tax-loss harvesting finds highly correlated but non-identical funds.