RUCRX Mutual Fund Holdings Overlap Calculator | MarketXLS

RUCRX Mutual Fund

TER0.70%

Holdings272

See what you own twice

Check RUCRX against your other funds. Free for up to 5.

Check my overlap

RUCRX Mutual Fund

Russell Equity Income Fund Class R6

TER0.70%

Holdings272

See what you own twice

Check RUCRX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

RUCRX Mutual Fund Overlap Analysis

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

RUCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 272 holdings, RUCRX may share significant positions with broad-market funds.

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