RSERX Mutual Fund Analysis & Holdings | MarketXLS

RSERX Mutual Fund

NAV$22.14

AUM$16M

TER0.89%

Holdings118

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RSERX Mutual Fund

NAV$22.14

Victory Sophus Emerging Markets Fund Class R6

AUM$16M

TER0.89%

Holdings118

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RSERX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RSERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RSERX Mutual Fund Overlap Analysis

RSERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RSERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, RSERX may share significant positions with broad-market funds.

RSERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RSERX tax-loss harvesting finds highly correlated but non-identical funds.