RSLEX Mutual Fund
RSLEX Mutual Fund
NAV$83.61
AUM$49M
TER1.00%
Holdings857
RSLEX Mutual Fund
NAV$83.61
SMALLCAP World Fund Inc Class R-4 Shares
AUM$49M
TER1.00%
Holdings857
RSLEX Mutual Fund Overlap Analysis
RSLEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RSLEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 857 holdings, RSLEX may share significant positions with broad-market funds.
RSLEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RSLEX tax-loss harvesting finds highly correlated but non-identical funds.