RLGLX Mutual Fund
TER0.96%
Holdings66
RLGLX Mutual Fund
Lazard Global Listed Infrastructure Portfolio Class R6
TER0.96%
Holdings66
RLGLX Mutual Fund Overlap Analysis
RLGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, RLGLX may share significant positions with broad-market funds.
RLGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLGLX tax-loss harvesting finds highly correlated but non-identical funds.