RLGAX Mutual Fund
RLGAX Mutual Fund
NAV$16.31
AUM$9M
TER0.80%
Holdings15
See how much of RLGAX you already own
RLGAX Mutual Fund
NAV$16.31
ALPS Asset Allocation Growth & Income Investor Class
AUM$9M
TER0.80%
Holdings15
See how much of RLGAX you already own
RLGAX Mutual Fund Overlap Analysis
RLGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, RLGAX may share significant positions with broad-market funds.
RLGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLGAX tax-loss harvesting finds highly correlated but non-identical funds.