RIDEX Mutual Fund

NAV$27.82

AUM$49M

TER0.61%

Holdings3,185

RIDEX Mutual Fund

NAV$27.82

The Income Fund of America Class R4

AUM$49M

TER0.61%

Holdings3,185

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Holdings Overlap Analysis

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

RIDEX Mutual Fund Overlap Analysis

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

RIDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3185 holdings, RIDEX may share significant positions with broad-market funds.

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