RINEX Mutual Fund

NAV$14.92

AUM$31M

TER0.64%

Holdings9

See how much of RINEX you already own

Just $25 once·$99/mo·Download sample

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RINEX Mutual Fund

NAV$14.92

American Funds Conservative Growth and Income Portfolio - Class R-4

AUM$31M

TER0.64%

Holdings9

See how much of RINEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

RINEX Mutual Fund Overlap Analysis

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

RINEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, RINEX may share significant positions with broad-market funds.

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