RTXAX Mutual Fund

NAV$15.55

AUM$13M

TER1.32%

Holdings424

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RTXAX Mutual Fund

NAV$15.55

Russell Tax-Managed Real Assets Fund Class A

AUM$13M

TER1.32%

Holdings424

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RTXAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RTXAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RTXAX Mutual Fund Overlap Analysis

RTXAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RTXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 424 holdings, RTXAX may share significant positions with broad-market funds.

RTXAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTXAX tax-loss harvesting finds highly correlated but non-identical funds.