RPEAX Mutual Fund
RPEAX Mutual Fund
NAV$45.27
AUM$358M
TER0.94%
Holdings49
See how much of RPEAX you already own
RPEAX Mutual Fund
NAV$45.27
Davis Opportunity Fund Class A
AUM$358M
TER0.94%
Holdings49
See how much of RPEAX you already own
RPEAX Mutual Fund Overlap Analysis
RPEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RPEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RPEAX may share significant positions with broad-market funds.
RPEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPEAX tax-loss harvesting finds highly correlated but non-identical funds.