RLIAX Mutual Fund
RLIAX Mutual Fund
NAV$11.60
AUM$9M
TER1.07%
Holdings20
See how much of RLIAX you already own
RLIAX Mutual Fund
NAV$11.60
Invesco Income Allocation Fund Class R
AUM$9M
TER1.07%
Holdings20
See how much of RLIAX you already own
RLIAX Mutual Fund Overlap Analysis
RLIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RLIAX may share significant positions with broad-market funds.
RLIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLIAX tax-loss harvesting finds highly correlated but non-identical funds.