RICHX Mutual Fund
NAV$68.16
AUM$49M
TER0.41%
Holdings173
RICHX Mutual Fund
NAV$68.16
The Investment Company of America - Class R-5E
AUM$49M
TER0.41%
Holdings173
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RICHX Mutual Fund Overlap Analysis
RICHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RICHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 173 holdings, RICHX may share significant positions with broad-market funds.
RICHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RICHX tax-loss harvesting finds highly correlated but non-identical funds.