RLZFX Mutual Fund Analysis & Holdings | MarketXLS

RLZFX Mutual Fund

TER0.90%

Holdings28

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RLZFX Mutual Fund

Lazard Equity Franchise Portfolio Class R6

TER0.90%

Holdings28

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 RLZFX 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 RLZFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RLZFX Mutual Fund Overlap Analysis

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

RLZFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, RLZFX may share significant positions with broad-market funds.

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