RMDHX Mutual Fund
RMDHX Mutual Fund
NAV$12.89
TER1.16%
Holdings196
See how much of RMDHX you already own
RMDHX Mutual Fund
NAV$12.89
American Funds US Small & Mid Cap Equity Fund Class R3
TER1.16%
Holdings196
See how much of RMDHX you already own
RMDHX Mutual Fund Overlap Analysis
RMDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, RMDHX may share significant positions with broad-market funds.
RMDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMDHX tax-loss harvesting finds highly correlated but non-identical funds.