RUSIX Mutual Fund
NAV$10.00
AUM$63M
TER0.29%
Holdings106
RUSIX Mutual Fund
NAV$10.00
RBC Ultra-Short Fixed Income Fund Cl I
AUM$63M
TER0.29%
Holdings106
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RUSIX Mutual Fund Overlap Analysis
RUSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RUSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, RUSIX may share significant positions with broad-market funds.
RUSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RUSIX tax-loss harvesting finds highly correlated but non-identical funds.