RIFBX Mutual Fund
RIFBX Mutual Fund
NAV$17.77
AUM$237M
TER1.06%
Holdings1,155
RIFBX Mutual Fund
NAV$17.77
Russell US Small Cap Equity Fund
AUM$237M
TER1.06%
Holdings1,155
RIFBX Mutual Fund Overlap Analysis
RIFBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RIFBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1155 holdings, RIFBX may share significant positions with broad-market funds.
RIFBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RIFBX tax-loss harvesting finds highly correlated but non-identical funds.