RLSMX Mutual Fund
RLSMX Mutual Fund
NAV$13.53
AUM$23,241.54
TER0.90%
Holdings72
See how much of RLSMX you already own
RLSMX Mutual Fund
NAV$13.53
Lazard US Small-Mid Cap Equity Portfolio R6 Shs
AUM$23,241.54
TER0.90%
Holdings72
See how much of RLSMX you already own
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.