Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
RELUX vs RIFIX
Shared holdings
6
RELUX covered by RIFIX
48.24%
RIFIX covered by RELUX
48.24%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 11 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
RELUX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| Global Equity Fund | 29.16% | |
| Multifactor U.S. Equity Fund | 15.24% | |
| U.S. Strategic Equity Fund | 13.71% | |
| Multifactor International Equity Fund | 12.72% | |
| Emerging Markets Fund | 7.62% | |
| Multi-Asset Strategy Fund | 6.93% | |
| Long Duration Bond Fund | 3.75% | |
| U.S. Small Cap Equity Fund | 3.56% | |
| Global Real Estate Securities Fund | 3.48% | |
| Global Infrastructure Fund | 1.93% | |
| Opportunistic Credit Fund | 1.91% |
RIFIX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| U.S. Strategic Equity Fund | 29.59% | |
| Global Equity Fund | 28.82% | |
| Multi-Asset Strategy Fund | 8.04% | |
| Strategic Bond Fund | 7.05% | |
| International Developed Markets Fund | 6.03% | |
| Long Duration Bond Fund | 5.02% | |
| Emerging Markets Fund | 4.91% | |
| U.S. Small Cap Equity Fund | 3.04% | |
| Global Real Estate Securities Fund | 2.96% | |
| Opportunistic Credit Fund | 2.51% | |
| Global Infrastructure Fund | 2.03% |
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