RWMIX Mutual Fund

NAV$12.80

AUM$81M

TER1.64%

Holdings20

RWMIX Mutual Fund

NAV$12.80

Redwood Managed Municipal Income Fund Class I

AUM$81M

TER1.64%

Holdings20

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

RWMIX Mutual Fund Overlap Analysis

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

RWMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RWMIX may share significant positions with broad-market funds.

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