RMIIX Mutual Fund
RMIIX Mutual Fund
NAV$11.74
AUM$21M
TER0.25%
Holdings6
See how much of RMIIX you already own
RMIIX Mutual Fund
NAV$11.74
RiverFront Asset Allocation Moderate Class I
AUM$21M
TER0.25%
Holdings6
See how much of RMIIX you already own
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.