RGIYX Mutual Fund
RGIYX Mutual Fund
NAV$10.71
AUM$50M
TER0.83%
Holdings151
RGIYX Mutual Fund
NAV$10.71
Russell Global Infrastructure Fund Class Y
AUM$50M
TER0.83%
Holdings151
RGIYX Mutual Fund Overlap Analysis
RGIYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 151 holdings, RGIYX may share significant positions with broad-market funds.
RGIYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGIYX tax-loss harvesting finds highly correlated but non-identical funds.