RITEX Mutual Fund
RITEX Mutual Fund
NAV$9.72
AUM$49M
TER0.70%
Holdings1,018
See how much of RITEX you already own
RITEX Mutual Fund
NAV$9.72
American High-Income Trust Fund Class R-4
AUM$49M
TER0.70%
Holdings1,018
See how much of RITEX you already own
RITEX Mutual Fund Overlap Analysis
RITEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RITEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1018 holdings, RITEX may share significant positions with broad-market funds.
RITEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RITEX tax-loss harvesting finds highly correlated but non-identical funds.