RTXSX Mutual Fund

NAV$15.62

AUM$943M

TER1.07%

Holdings424

RTXSX Mutual Fund

NAV$15.62

Russell Tax-Managed Real Assets Fund Class S

AUM$943M

TER1.07%

Holdings424

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

RTXSX Mutual Fund Overlap Analysis

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

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

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