RMIIX Mutual Fund Analysis & Holdings | MarketXLS

RMIIX Mutual Fund

NAV$11.74

AUM$21M

TER0.25%

Holdings6

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

RMIIX Mutual Fund

NAV$11.74

RiverFront Asset Allocation Moderate Class I

AUM$21M

TER0.25%

Holdings6

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RMIIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RMIIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RMIIX Mutual Fund Overlap Analysis

RMIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RMIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, RMIIX may share significant positions with broad-market funds.

RMIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMIIX tax-loss harvesting finds highly correlated but non-identical funds.