RMFGX Mutual Fund
NAV$66.41
AUM$49M
TER0.27%
Holdings157
RMFGX Mutual Fund
NAV$66.41
American Mutual Fund
AUM$49M
TER0.27%
Holdings157
RMFGX Mutual Fund Overlap Analysis
RMFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, RMFGX may share significant positions with broad-market funds.
RMFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMFGX tax-loss harvesting finds highly correlated but non-identical funds.