RBENX Mutual Fund
RBENX Mutual Fund
NAV$22.33
AUM$21M
TER1.18%
Holdings18
See how much of RBENX you already own
RBENX Mutual Fund
NAV$22.33
American Funds 2060 Target Date Retirement Fund Class R-2E
AUM$21M
TER1.18%
Holdings18
See how much of RBENX you already own
RBENX Mutual Fund Overlap Analysis
RBENX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBENX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RBENX may share significant positions with broad-market funds.
RBENX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBENX tax-loss harvesting finds highly correlated but non-identical funds.