RGMFX Mutual Fund
RGMFX Mutual Fund
NAV$9.40
AUM$1M
TER0.43%
Holdings2
See how much of RGMFX you already own
RGMFX Mutual Fund
NAV$9.40
American Funds Preservation Portfolio - Class R-5E
AUM$1M
TER0.43%
Holdings2
See how much of RGMFX you already own
RGMFX Mutual Fund Overlap Analysis
RGMFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, RGMFX may share significant positions with broad-market funds.
RGMFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGMFX tax-loss harvesting finds highly correlated but non-identical funds.