RLIAX Mutual Fund

NAV$11.55

AUM$9M

TER1.07%

Holdings20

RLIAX Mutual Fund

NAV$11.55

Invesco Income Allocation Fund Class R

AUM$9M

TER1.07%

Holdings20

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Holdings Overlap Analysis

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

RLIAX Mutual Fund Overlap Analysis

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

RLIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RLIAX may share significant positions with broad-market funds.

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