RLCAX Mutual Fund
RLCAX Mutual Fund
NAV$10.81
AUM$171M
TER1.03%
Holdings94
See how much of RLCAX you already own
RLCAX Mutual Fund
NAV$10.81
Columbia Disciplined Value Fund Class A
AUM$171M
TER1.03%
Holdings94
See how much of RLCAX you already own
RLCAX Mutual Fund Overlap Analysis
RLCAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, RLCAX may share significant positions with broad-market funds.
RLCAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLCAX tax-loss harvesting finds highly correlated but non-identical funds.