RFXIX Mutual Fund

NAV$17.87

AUM$1.3B

TER1.77%

Holdings985

RFXIX Mutual Fund

NAV$17.87

Rational Special Situations Income Fund

AUM$1.3B

TER1.77%

Holdings985

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Holdings Overlap Analysis

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

RFXIX Mutual Fund Overlap Analysis

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

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

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