RMDJX Mutual Fund
RMDJX Mutual Fund
NAV$12.87
TER0.86%
Holdings196
See how much of RMDJX you already own
RMDJX Mutual Fund
NAV$12.87
American Funds US Small & Mid Cap Equity Fund Class R4
TER0.86%
Holdings196
See how much of RMDJX you already own
RMDJX Mutual Fund Overlap Analysis
RMDJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMDJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, RMDJX may share significant positions with broad-market funds.
RMDJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMDJX tax-loss harvesting finds highly correlated but non-identical funds.