RBHHX Mutual Fund Analysis & Holdings | MarketXLS

RBHHX Mutual Fund

NAV$25.98

AUM$189M

TER1.16%

Holdings25

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RBHHX Mutual Fund

NAV$25.98

American Funds 2045 Target Date Retirement Fund Class R2E

AUM$189M

TER1.16%

Holdings25

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

RBHHX Mutual Fund Overlap Analysis

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

RBHHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RBHHX may share significant positions with broad-market funds.

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