RMDEX Mutual Fund

NAV$12.40

TER1.61%

Holdings177

RMDEX Mutual Fund

NAV$12.40

American Funds US Small & Mid Cap Equity Fund Class R2

TER1.61%

Holdings177

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Holdings Overlap Analysis

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

RMDEX Mutual Fund Overlap Analysis

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

RMDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, RMDEX may share significant positions with broad-market funds.

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