RLSMX Mutual Fund Analysis & Holdings | MarketXLS

RLSMX Mutual Fund

NAV$14.26

AUM$23,241.54

TER0.90%

Holdings72

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RLSMX Mutual Fund

NAV$14.26

Lazard US Small-Mid Cap Equity Portfolio R6 Shs

AUM$23,241.54

TER0.90%

Holdings72

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RLSMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RLSMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RLSMX Mutual Fund Overlap Analysis

RLSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RLSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, RLSMX may share significant positions with broad-market funds.

RLSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLSMX tax-loss harvesting finds highly correlated but non-identical funds.