RFDAX Mutual Fund

NAV$8.86

AUM$16M

TER0.83%

Holdings975

RFDAX Mutual Fund

NAV$8.86

Russell Strategic Bond Fund Class A

AUM$16M

TER0.83%

Holdings975

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Holdings Overlap Analysis

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

RFDAX Mutual Fund Overlap Analysis

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

RFDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 975 holdings, RFDAX may share significant positions with broad-market funds.

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