RBEKX Mutual Fund
RBEKX Mutual Fund
NAV$24.64
AUM$194M
TER1.15%
Holdings26
See how much of RBEKX you already own
RBEKX Mutual Fund
NAV$24.64
American Funds 2040 Target Date Retirement Fund Class R2E
AUM$194M
TER1.15%
Holdings26
See how much of RBEKX you already own
RBEKX Mutual Fund Overlap Analysis
RBEKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RBEKX may share significant positions with broad-market funds.
RBEKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBEKX tax-loss harvesting finds highly correlated but non-identical funds.