RTLAX Mutual Fund
RTLAX Mutual Fund
NAV$106.05
AUM$202M
TER1.15%
Holdings445
See how much of RTLAX you already own
RTLAX Mutual Fund
NAV$106.05
Russell Tax-Managed US Large Cap Fund Class A
AUM$202M
TER1.15%
Holdings445
See how much of RTLAX you already own
RTLAX Mutual Fund Overlap Analysis
RTLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 445 holdings, RTLAX may share significant positions with broad-market funds.
RTLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTLAX tax-loss harvesting finds highly correlated but non-identical funds.