RTSGX Mutual Fund
RTSGX Mutual Fund
NAV$5.72
AUM$4M
TER1.00%
Holdings56
See how much of RTSGX you already own
RTSGX Mutual Fund
NAV$5.72
Transamerica Small Cap Growth Fund Class R6
AUM$4M
TER1.00%
Holdings56
See how much of RTSGX you already own
RTSGX Mutual Fund Overlap Analysis
RTSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, RTSGX may share significant positions with broad-market funds.
RTSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTSGX tax-loss harvesting finds highly correlated but non-identical funds.