RTSSX Mutual Fund
NAV$50.73
AUM$1.5B
TER1.21%
Holdings854
RTSSX Mutual Fund
NAV$50.73
Russell Tax-Managed US Mid & Small Cap Fund Class S
AUM$1.5B
TER1.21%
Holdings854

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RTSSX Mutual Fund Overlap Analysis
RTSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RTSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 854 holdings, RTSSX may share significant positions with broad-market funds.
RTSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RTSSX tax-loss harvesting finds highly correlated but non-identical funds.