RFNAX Mutual Fund

NAV$103.45

AUM$49M

TER1.36%

Holdings218

RFNAX Mutual Fund

NAV$103.45

American Funds Fundamental Investors Class R-1

AUM$49M

TER1.36%

Holdings218

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Holdings Overlap Analysis

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

RFNAX Mutual Fund Overlap Analysis

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

RFNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, RFNAX may share significant positions with broad-market funds.

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