RTEAX Mutual Fund
RTEAX Mutual Fund
NAV$21.80
AUM$51M
TER0.80%
Holdings3,375
RTEAX Mutual Fund
NAV$21.80
Russell Tax-Exempt Bond Fund Class A
AUM$51M
TER0.80%
Holdings3,375
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 3375 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.