RLCIX Mutual Fund
NAV$18.65
TER0.55%
Holdings92
RLCIX Mutual Fund
NAV$18.65
Lazard US High Yield Portfolio Class R6
TER0.55%
Holdings92
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RLCIX Mutual Fund Overlap Analysis
RLCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, RLCIX may share significant positions with broad-market funds.
RLCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLCIX tax-loss harvesting finds highly correlated but non-identical funds.