RMCA vs PFFR overlap

RMCA and PFFR overlap 0.0% by weight, across 0 shared holdings.

RMCAPFFR

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RMCA0.0% of the fund is in shared holdings, of 87

PFFR0.0% of the fund is in shared holdings, of 109

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: RMCA, SEC Form N-PORT, July 31, 2026; PFFR, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 37 holding any

RMCA31.3% of its 13F dollars, 50.0% of its 4 holders

PFFR9.1% of its 13F dollars, 5.7% of its 35 holders

Largest institutions holding both

Firm	RMCA	PFFR
Envestnet Asset Management Inc.	$7.3M	$1.8M
Fifth Third Bancorp	$102K	$309K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: RMCA institutional holders, PFFR institutional holders.

Frequently asked questions

How much do RMCA and PFFR overlap?

0.0% by weight, with 0 holdings in common, using holdings for RMCA as of July 31, 2026 and PFFR as of July 31, 2026.

Do institutions hold both RMCA and PFFR?

2 Form 13F filers report positions in both, out of 37 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.