RMHIX Mutual Fund
RMHIX Mutual Fund
NAV$2.22
AUM$9M
TER0.87%
Holdings4
RMHIX Mutual Fund
NAV$2.22
Easterly RocMuni High Income Municipal Bond Fund Class I
AUM$9M
TER0.87%
Holdings4
RMHIX Mutual Fund Overlap Analysis
RMHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, RMHIX may share significant positions with broad-market funds.
RMHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMHIX tax-loss harvesting finds highly correlated but non-identical funds.