RMLPX Mutual Fund
RMLPX Mutual Fund
NAV$34.74
AUM$1.7B
TER1.10%
Holdings29
See how much of RMLPX you already own
RMLPX Mutual Fund
NAV$34.74
Recurrent MLP & Infrastructure Fund Class I
AUM$1.7B
TER1.10%
Holdings29
See how much of RMLPX you already own
RMLPX Mutual Fund Overlap Analysis
RMLPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMLPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, RMLPX may share significant positions with broad-market funds.
RMLPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMLPX tax-loss harvesting finds highly correlated but non-identical funds.