RMDHX Mutual Fund

NAV$12.81

TER1.16%

Holdings177

RMDHX Mutual Fund

NAV$12.81

American Funds US Small & Mid Cap Equity Fund Class R3

TER1.16%

Holdings177

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare RMDHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RMDHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RMDHX Mutual Fund Overlap Analysis

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

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

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