RFNEX Mutual Fund

NAV$101.80

AUM$49M

TER0.62%

Holdings218

RFNEX Mutual Fund

NAV$101.80

American Funds Fundamental Investors Class R-4

AUM$49M

TER0.62%

Holdings218

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Holdings Overlap Analysis

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

RFNEX Mutual Fund Overlap Analysis

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

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

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