RBEJX Mutual Fund

NAV$13.23

AUM$86M

TER1.09%

Holdings18

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RBEJX Mutual Fund

NAV$13.23

American Funds 2015 Target Date Retirement Income Fund Class R2E

AUM$86M

TER1.09%

Holdings18

See how much of RBEJX 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 RBEJX 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 RBEJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RBEJX Mutual Fund Overlap Analysis

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

RBEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RBEJX may share significant positions with broad-market funds.

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