RLGCX Mutual Fund
RLGCX Mutual Fund
NAV$15.53
AUM$3M
TER1.55%
Holdings15
RLGCX Mutual Fund
NAV$15.53
ALPS Asset Allocation Growth & Income Class C
AUM$3M
TER1.55%
Holdings15
RLGCX Mutual Fund Overlap Analysis
RLGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, RLGCX may share significant positions with broad-market funds.
RLGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLGCX tax-loss harvesting finds highly correlated but non-identical funds.