RLIIX Mutual Fund

NAV$16.18

AUM$44M

TER0.55%

Holdings15

RLIIX Mutual Fund

NAV$16.18

ALPS Asset Allocation Growth & Income Class I

AUM$44M

TER0.55%

Holdings15

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Holdings Overlap Analysis

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

RLIIX Mutual Fund Overlap Analysis

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

RLIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, RLIIX may share significant positions with broad-market funds.

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