RIREX Mutual Fund
RIREX Mutual Fund
NAV$84.30
AUM$49M
TER0.61%
Holdings2,527
See how much of RIREX you already own
RIREX Mutual Fund
NAV$84.30
Capital Income Builder Fund (US) Retirement Class
AUM$49M
TER0.61%
Holdings2,527
See how much of RIREX you already own
RIREX Mutual Fund Overlap Analysis
RIREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RIREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2527 holdings, RIREX may share significant positions with broad-market funds.
RIREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RIREX tax-loss harvesting finds highly correlated but non-identical funds.