RMDEX Mutual Fund
RMDEX Mutual Fund
NAV$12.87
TER1.61%
Holdings196
See how much of RMDEX you already own
RMDEX Mutual Fund
NAV$12.87
American Funds US Small & Mid Cap Equity Fund Class R2
TER1.61%
Holdings196
See how much of RMDEX you already own
RMDEX Mutual Fund Overlap Analysis
RMDEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, RMDEX may share significant positions with broad-market funds.
RMDEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMDEX tax-loss harvesting finds highly correlated but non-identical funds.