RMDKX Mutual Fund
RMDKX Mutual Fund
NAV$12.45
TER0.66%
Holdings196
See how much of RMDKX you already own
RMDKX Mutual Fund
NAV$12.45
American Funds US Small & Mid Cap Equity Fund Class R5E
TER0.66%
Holdings196
See how much of RMDKX you already own
RMDKX Mutual Fund Overlap Analysis
RMDKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMDKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, RMDKX may share significant positions with broad-market funds.
RMDKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMDKX tax-loss harvesting finds highly correlated but non-identical funds.