RTHAX Mutual Fund Analysis & Holdings | MarketXLS

RTHAX Mutual Fund

NAV$9.64

AUM$21M

TER0.89%

Holdings3,046

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RTHAX Mutual Fund

NAV$9.64

Russell Tax-Exempt High Yield Bond Fund Class A

AUM$21M

TER0.89%

Holdings3,046

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

RTHAX Mutual Fund Overlap Analysis

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

RTHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3046 holdings, RTHAX may share significant positions with broad-market funds.

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