RUSRX Mutual Fund
RUSRX Mutual Fund
NAV$10.51
TER0.99%
Holdings398
See how much of RUSRX you already own
RUSRX Mutual Fund
NAV$10.51
Lazard US Systematic Small Cap Equity Portfolio Class R6
TER0.99%
Holdings398
See how much of RUSRX you already own
RUSRX Mutual Fund Overlap Analysis
RUSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RUSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 398 holdings, RUSRX may share significant positions with broad-market funds.
RUSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RUSRX tax-loss harvesting finds highly correlated but non-identical funds.