RLTIX Mutual Fund
RLTIX Mutual Fund
NAV$14.69
AUM$15M
TER0.25%
Holdings6
RLTIX Mutual Fund
NAV$14.69
RiverFront Asset Allocation Aggressive
AUM$15M
TER0.25%
Holdings6
RLTIX Mutual Fund Overlap Analysis
RLTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, RLTIX may share significant positions with broad-market funds.
RLTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLTIX tax-loss harvesting finds highly correlated but non-identical funds.