RAFFX Mutual Fund
NAV$45.55
AUM$49M
TER0.38%
Holdings145
RAFFX Mutual Fund
NAV$45.55
AMCAP Fund Class R-5
AUM$49M
TER0.38%
Holdings145
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RAFFX Mutual Fund Overlap Analysis
RAFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, RAFFX may share significant positions with broad-market funds.
RAFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAFFX tax-loss harvesting finds highly correlated but non-identical funds.