RBATX Mutual Fund
RBATX Mutual Fund
NAV$12.63
AUM$110M
TER1.37%
Holdings16
See how much of RBATX you already own
RBATX Mutual Fund
NAV$12.63
American Funds 2010 Target Date Retirement Income Fund Class R2
AUM$110M
TER1.37%
Holdings16
See how much of RBATX you already own
RBATX Mutual Fund Overlap Analysis
RBATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, RBATX may share significant positions with broad-market funds.
RBATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBATX tax-loss harvesting finds highly correlated but non-identical funds.