RLUSX Mutual Fund
RLUSX Mutual Fund
NAV$18.15
AUM$14M
TER0.70%
Holdings33
See how much of RLUSX you already own
RLUSX Mutual Fund
NAV$18.15
Lazard US Equity Focus Portfolio Class R6
AUM$14M
TER0.70%
Holdings33
See how much of RLUSX you already own
RLUSX Mutual Fund Overlap Analysis
RLUSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, RLUSX may share significant positions with broad-market funds.
RLUSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLUSX tax-loss harvesting finds highly correlated but non-identical funds.