RIWTX Mutual Fund

NAV$17.83

AUM$203M

TER0.41%

Holdings853

RIWTX Mutual Fund

NAV$17.83

Russell Investment Grade Bond Fund Class M

AUM$203M

TER0.41%

Holdings853

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Holdings Overlap Analysis

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

RIWTX Mutual Fund Overlap Analysis

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

RIWTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 853 holdings, RIWTX may share significant positions with broad-market funds.

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