RPFGX Mutual Fund
NAV$73.25
AUM$568M
TER0.94%
Holdings10
RPFGX Mutual Fund
NAV$73.25
Davis Financial Fund
AUM$568M
TER0.94%
Holdings10

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RPFGX Mutual Fund Overlap Analysis
RPFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RPFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, RPFGX may share significant positions with broad-market funds.
RPFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPFGX tax-loss harvesting finds highly correlated but non-identical funds.