RBEEX Mutual Fund
RBEEX Mutual Fund
NAV$19.46
AUM$293M
TER1.12%
Holdings25
See how much of RBEEX you already own
RBEEX Mutual Fund
NAV$19.46
American Funds 2030 Target Date Retirement Fund Class R2E
AUM$293M
TER1.12%
Holdings25
See how much of RBEEX you already own
RBEEX Mutual Fund Overlap Analysis
RBEEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RBEEX may share significant positions with broad-market funds.
RBEEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBEEX tax-loss harvesting finds highly correlated but non-identical funds.