RGNEX Mutual Fund

NAV$23.26

AUM$71M

TER0.67%

Holdings14

See how much of RGNEX you already own

Just $25 once·$99/mo·Download sample

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RGNEX Mutual Fund

NAV$23.26

American Funds Growth and Income Portfolio Class R-4

AUM$71M

TER0.67%

Holdings14

See how much of RGNEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare RGNEX 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 RGNEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RGNEX Mutual Fund Overlap Analysis

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

RGNEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, RGNEX may share significant positions with broad-market funds.

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