RMDKX Mutual Fund
RMDKX Mutual Fund
NAV$12.87
TER0.66%
Holdings177
RMDKX Mutual Fund
NAV$12.87
American Funds US Small & Mid Cap Equity Fund Class R5E
TER0.66%
Holdings177
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 177 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.