RTEAX Mutual Fund
RTEAX Mutual Fund
NAV$20.88
AUM$42M
TER0.80%
Holdings3,413
See how much of RTEAX you already own
RTEAX Mutual Fund
NAV$20.88
Russell Tax-Exempt Bond Fund Class A
AUM$42M
TER0.80%
Holdings3,413
See how much of RTEAX you already own
RTEAX Mutual Fund Overlap Analysis
RTEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3413 holdings, RTEAX may share significant positions with broad-market funds.
RTEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTEAX tax-loss harvesting finds highly correlated but non-identical funds.