RBEGX Mutual Fund

NAV$23.25

AUM$13M

TER1.14%

Holdings14

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Just $25 once·$99/mo·Download sample

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RBEGX Mutual Fund

NAV$23.25

American Funds Growth and Income Portfolio - Class R2E

AUM$13M

TER1.14%

Holdings14

See how much of RBEGX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RBEGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RBEGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RBEGX Mutual Fund Overlap Analysis

RBEGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RBEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, RBEGX may share significant positions with broad-market funds.

RBEGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBEGX tax-loss harvesting finds highly correlated but non-identical funds.