RFXAX Mutual Fund

NAV$17.85

AUM$48M

TER2.01%

Holdings985

RFXAX Mutual Fund

NAV$17.85

Rational Special Situations Income Fund Class A

AUM$48M

TER2.01%

Holdings985

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Holdings Overlap Analysis

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

RFXAX Mutual Fund Overlap Analysis

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

RFXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 985 holdings, RFXAX may share significant positions with broad-market funds.

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