RGOTX Mutual Fund Analysis & Holdings | MarketXLS

RGOTX Mutual Fund

NAV$8.61

AUM$86M

TER0.65%

Holdings1,387

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RGOTX Mutual Fund

NAV$8.61

Russell Opportunistic Credit Fund

AUM$86M

TER0.65%

Holdings1,387

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

RGOTX Mutual Fund Overlap Analysis

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

RGOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1387 holdings, RGOTX may share significant positions with broad-market funds.

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