RBAHX Mutual Fund
RBAHX Mutual Fund
NAV$14.31
TER1.18%
Holdings17
See how much of RBAHX you already own
RBAHX Mutual Fund
NAV$14.31
American Funds 2070 Target Date Retirement Fund Class R2E
TER1.18%
Holdings17
See how much of RBAHX you already own
RBAHX Mutual Fund Overlap Analysis
RBAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, RBAHX may share significant positions with broad-market funds.
RBAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBAHX tax-loss harvesting finds highly correlated but non-identical funds.