RMDDX Mutual Fund
RMDDX Mutual Fund
NAV$12.87
TER1.61%
Holdings196
See how much of RMDDX you already own
RMDDX Mutual Fund
NAV$12.87
American Funds US Small & Mid Cap Equity Fund Class R1
TER1.61%
Holdings196
See how much of RMDDX you already own
RMDDX Mutual Fund Overlap Analysis
RMDDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMDDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, RMDDX may share significant positions with broad-market funds.
RMDDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMDDX tax-loss harvesting finds highly correlated but non-identical funds.