RIFIX Mutual Fund
RIFIX Mutual Fund
NAV$11.92
AUM$189M
TER0.95%
Holdings12
RIFIX Mutual Fund
NAV$11.92
Russell LifePoints Aggressive Strategy Fund
AUM$189M
TER0.95%
Holdings12
RIFIX Mutual Fund Overlap Analysis
RIFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RIFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, RIFIX may share significant positions with broad-market funds.
RIFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RIFIX tax-loss harvesting finds highly correlated but non-identical funds.