RBGCX Mutual Fund
RBGCX Mutual Fund
NAV$14.08
AUM$67M
TER1.77%
Holdings40
See how much of RBGCX you already own
RBGCX Mutual Fund
NAV$14.08
Columbia Capital Allocation Aggressive Portfolio Class C
AUM$67M
TER1.77%
Holdings40
See how much of RBGCX you already own
RBGCX Mutual Fund Overlap Analysis
RBGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, RBGCX may share significant positions with broad-market funds.
RBGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBGCX tax-loss harvesting finds highly correlated but non-identical funds.