RGNEX Mutual Fund

NAV$23.08

AUM$71M

TER0.67%

Holdings14

RGNEX Mutual Fund

NAV$23.08

American Funds Growth and Income Portfolio Class R-4

AUM$71M

TER0.67%

Holdings14

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Holdings Overlap Analysis

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

RGNEX Mutual Fund Overlap Analysis

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

RGNEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, RGNEX may share significant positions with broad-market funds.

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