RLFIX Mutual Fund Analysis & Holdings | MarketXLS

RLFIX Mutual Fund

NAV$14.72

AUM$3M

TER0.25%

Holdings6

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RLFIX Mutual Fund

NAV$14.72

RiverFront Asset Allocation Aggressive

AUM$3M

TER0.25%

Holdings6

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

RLFIX Mutual Fund Overlap Analysis

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

RLFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, RLFIX may share significant positions with broad-market funds.

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