RBABX Mutual Fund
RBABX Mutual Fund
NAV$21.40
AUM$117M
TER1.43%
Holdings13
See how much of RBABX you already own
RBABX Mutual Fund
NAV$21.40
American Funds Moderate Growth and Income Portfolio - Class R-2
AUM$117M
TER1.43%
Holdings13
See how much of RBABX you already own
RBABX Mutual Fund Overlap Analysis
RBABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RBABX may share significant positions with broad-market funds.
RBABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBABX tax-loss harvesting finds highly correlated but non-identical funds.