RBEXX Mutual Fund

NAV$1.00

TER1.10%

Holdings150

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$99/yr Pro · 7-day refund

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RBEXX Mutual Fund

NAV$1.00

American Funds US Government Money Market Fund Class R-2E

TER1.10%

Holdings150

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare RBEXX 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 RBEXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RBEXX Mutual Fund Overlap Analysis

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

RBEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, RBEXX may share significant positions with broad-market funds.

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