RBHHX Mutual Fund
RBHHX Mutual Fund
NAV$25.14
AUM$189M
TER1.16%
Holdings25
See how much of RBHHX you already own
RBHHX Mutual Fund
NAV$25.14
American Funds 2045 Target Date Retirement Fund Class R2E
AUM$189M
TER1.16%
Holdings25
See how much of RBHHX you already own
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.