# Portfolio overlap — RMLAX vs RALAX

Comparing **Moderate Strategy Fund** (2026-04-30) and **Aggressive Strategy Fund** (2026-04-30).

- Shared positions: 9
- Moderate Strategy Fund covered by Aggressive Strategy Fund: 0.5176973428824129168896718686
- Aggressive Strategy Fund covered by Moderate Strategy Fund: 0.5176973428824129168896718686

## Moderate Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Strategic Bond Fund | 0.211653 | ✓ |
| Investment Grade Bond Fund | 0.172372 |  |
| Global Equity Fund | 0.158008 | ✓ |
| Multifactor U.S. Equity Fund | 0.102903 | ✓ |
| Multi-Strategy Income Fund | 0.080288 |  |
| Opportunistic Credit Fund | 0.064703 | ✓ |
| Multifactor International Equity Fund | 0.049920 | ✓ |
| Long Duration Bond Fund | 0.048843 | ✓ |
| Emerging Markets Fund | 0.035742 | ✓ |
| Short Duration Bond Fund | 0.034582 |  |
| U.S. Small Cap Equity Fund | 0.020671 | ✓ |
| Global Real Estate Securities Fund | 0.020315 | ✓ |

## Aggressive Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Global Equity Fund | 0.293098 | ✓ |
| Multifactor U.S. Equity Fund | 0.127089 | ✓ |
| Multifactor International Equity Fund | 0.108721 | ✓ |
| U.S. Strategic Equity Fund | 0.106748 |  |
| Multi-Asset Strategy Fund | 0.080063 |  |
| Emerging Markets Fund | 0.066103 | ✓ |
| Long Duration Bond Fund | 0.056775 | ✓ |
| Strategic Bond Fund | 0.047611 | ✓ |
| Opportunistic Credit Fund | 0.033684 | ✓ |
| U.S. Small Cap Equity Fund | 0.030534 | ✓ |
| Global Real Estate Securities Fund | 0.030109 | ✓ |
| Global Infrastructure Fund | 0.019464 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-063580` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/351601/000141036826063580/0001410368-26-063580-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063577` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/351601/000141036826063577/0001410368-26-063577-index.htm>

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