RTMTX Mutual Fund
RTMTX Mutual Fund
NAV$107.48
AUM$4.0B
TER0.80%
Holdings430
See how much of RTMTX you already own
RTMTX Mutual Fund
NAV$107.48
Russell Tax-Managed US Large Cap Fund Class M
AUM$4.0B
TER0.80%
Holdings430
See how much of RTMTX you already own
RTMTX Mutual Fund Overlap Analysis
RTMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 430 holdings, RTMTX may share significant positions with broad-market funds.
RTMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTMTX tax-loss harvesting finds highly correlated but non-identical funds.