RLIIX Mutual Fund
RLIIX Mutual Fund
NAV$16.28
AUM$45M
TER0.55%
Holdings15
See how much of RLIIX you already own
RLIIX Mutual Fund
NAV$16.28
ALPS Asset Allocation Growth & Income Class I
AUM$45M
TER0.55%
Holdings15
See how much of RLIIX you already own
RLIIX Mutual Fund Overlap Analysis
RLIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, RLIIX may share significant positions with broad-market funds.
RLIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLIIX tax-loss harvesting finds highly correlated but non-identical funds.