RYWBX Mutual Fund Analysis & Holdings | MarketXLS

RYWBX Mutual Fund

NAV$135.07

AUM$582,413.22

TER1.91%

Holdings5

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RYWBX Mutual Fund

NAV$135.07

Weakening Dollar 2x Strategy Fund Class H

AUM$582,413.22

TER1.91%

Holdings5

See inside every fund you own

$45/quarter 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 RYWBX 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 RYWBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RYWBX Mutual Fund Overlap Analysis

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

RYWBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, RYWBX may share significant positions with broad-market funds.

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