RFCTX Mutual Fund
NAV$8.97
AUM$1.7B
TER0.56%
Holdings975
RFCTX Mutual Fund
NAV$8.97
Russell Strategic Bond Fund Class S
AUM$1.7B
TER0.56%
Holdings975
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RFCTX Mutual Fund Overlap Analysis
RFCTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFCTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 975 holdings, RFCTX may share significant positions with broad-market funds.
RFCTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFCTX tax-loss harvesting finds highly correlated but non-identical funds.