RITAX Mutual Fund
RITAX Mutual Fund
NAV$9.71
AUM$49M
TER1.45%
Holdings1,018
See how much of RITAX you already own
RITAX Mutual Fund
NAV$9.71
American High-Income Trust Fund Class R-1
AUM$49M
TER1.45%
Holdings1,018
See how much of RITAX you already own
RITAX Mutual Fund Overlap Analysis
RITAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RITAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1018 holdings, RITAX may share significant positions with broad-market funds.
RITAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RITAX tax-loss harvesting finds highly correlated but non-identical funds.