RMDFX Mutual Fund

NAV$12.88

AUM$1.1B

TER4.13%

Holdings11

RMDFX Mutual Fund

NAV$12.88

Aspiriant Defensive Allocation Fund

AUM$1.1B

TER4.13%

Holdings11

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Holdings Overlap Analysis

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

RMDFX Mutual Fund Overlap Analysis

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

RMDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RMDFX may share significant positions with broad-market funds.

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