RSLDX Mutual Fund Analysis & Holdings | MarketXLS

RSLDX Mutual Fund

NAV$85.43

AUM$49M

TER0.80%

Holdings857

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RSLDX Mutual Fund

NAV$85.43

SMALLCAP World Fund Class R5E

AUM$49M

TER0.80%

Holdings857

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 RSLDX 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 RSLDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RSLDX Mutual Fund Overlap Analysis

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

RSLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 857 holdings, RSLDX may share significant positions with broad-market funds.

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