RBEJX Mutual Fund
RBEJX Mutual Fund
NAV$13.26
AUM$86M
TER1.09%
Holdings18
RBEJX Mutual Fund
NAV$13.26
American Funds 2015 Target Date Retirement Income Fund Class R2E
AUM$86M
TER1.09%
Holdings18
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.