RMAFX Mutual Fund

NAV$8.68

AUM$1M

TER0.32%

Holdings1,263

RMAFX Mutual Fund

NAV$8.68

American Funds Mortgage Fund Class R-5

AUM$1M

TER0.32%

Holdings1,263

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Holdings Overlap Analysis

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

RMAFX Mutual Fund Overlap Analysis

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

RMAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1263 holdings, RMAFX may share significant positions with broad-market funds.

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