RIMHX Mutual Fund
RIMHX Mutual Fund
NAV$24.67
AUM$236M
TER1.35%
Holdings57
See how much of RIMHX you already own
RIMHX Mutual Fund
NAV$24.67
City National Rochdale Equity Income Fund Class N
AUM$236M
TER1.35%
Holdings57
See how much of RIMHX you already own
RIMHX Mutual Fund Overlap Analysis
RIMHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RIMHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, RIMHX may share significant positions with broad-market funds.
RIMHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RIMHX tax-loss harvesting finds highly correlated but non-identical funds.