RTSAX Mutual Fund
RTSAX Mutual Fund
NAV$48.53
AUM$40M
TER1.49%
Holdings854
See how much of RTSAX you already own
RTSAX Mutual Fund
NAV$48.53
Russell Tax-Managed US Mid & Small Cap Fund Class A
AUM$40M
TER1.49%
Holdings854
See how much of RTSAX you already own
RTSAX Mutual Fund Overlap Analysis
RTSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 854 holdings, RTSAX may share significant positions with broad-market funds.
RTSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTSAX tax-loss harvesting finds highly correlated but non-identical funds.