RTOUX Mutual Fund
RTOUX Mutual Fund
NAV$51.19
AUM$616M
TER1.11%
Holdings854
See how much of RTOUX you already own
RTOUX Mutual Fund
NAV$51.19
Russell Tax-Managed US Mid & Small Cap Fund Class M
AUM$616M
TER1.11%
Holdings854
See how much of RTOUX you already own
RTOUX Mutual Fund Overlap Analysis
RTOUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTOUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 854 holdings, RTOUX may share significant positions with broad-market funds.
RTOUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTOUX tax-loss harvesting finds highly correlated but non-identical funds.