RPFGX Mutual Fund
RPFGX Mutual Fund
NAV$83.30
AUM$619M
TER0.94%
Holdings31
See how much of RPFGX you already own
RPFGX Mutual Fund
NAV$83.30
Davis Financial Fund
AUM$619M
TER0.94%
Holdings31
See how much of RPFGX you already own
RPFGX Mutual Fund Overlap Analysis
RPFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RPFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, RPFGX may share significant positions with broad-market funds.
RPFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPFGX tax-loss harvesting finds highly correlated but non-identical funds.