RBAIX Mutual Fund
RBAIX Mutual Fund
NAV$30.44
AUM$468M
TER0.47%
Holdings1,765
See how much of RBAIX you already own
RBAIX Mutual Fund
NAV$30.44
T. Rowe Price Balanced Fund Class I
AUM$468M
TER0.47%
Holdings1,765
See how much of RBAIX you already own
RBAIX Mutual Fund Overlap Analysis
RBAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1765 holdings, RBAIX may share significant positions with broad-market funds.
RBAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBAIX tax-loss harvesting finds highly correlated but non-identical funds.