RGSAX Mutual Fund
RGSAX Mutual Fund
NAV$30.75
AUM$22M
TER1.63%
Holdings28
See how much of RGSAX you already own
RGSAX Mutual Fund
NAV$30.75
Virtus KAR Global Small-Cap Fund Class A
AUM$22M
TER1.63%
Holdings28
See how much of RGSAX you already own
RGSAX Mutual Fund Overlap Analysis
RGSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, RGSAX may share significant positions with broad-market funds.
RGSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGSAX tax-loss harvesting finds highly correlated but non-identical funds.