RSEDX Mutual Fund
RSEDX Mutual Fund
NAV$21.67
AUM$56M
TER0.70%
Holdings58
See how much of RSEDX you already own
RSEDX Mutual Fund
NAV$21.67
Columbia Intrinsic Value Fund Class I2
AUM$56M
TER0.70%
Holdings58
See how much of RSEDX you already own
RSEDX Mutual Fund Overlap Analysis
RSEDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RSEDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, RSEDX may share significant positions with broad-market funds.
RSEDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RSEDX tax-loss harvesting finds highly correlated but non-identical funds.