RTXMX Mutual Fund

NAV$15.94

AUM$492M

TER0.97%

Holdings420

See how much of RTXMX you already own

Just $25 once·$99/mo·Download sample

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RTXMX Mutual Fund

NAV$15.94

Russell Tax-Managed Real Assets Fund Class M

AUM$492M

TER0.97%

Holdings420

See how much of RTXMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare RTXMX 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 RTXMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RTXMX Mutual Fund Overlap Analysis

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

RTXMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 420 holdings, RTXMX may share significant positions with broad-market funds.

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