RBKTX Mutual Fund Analysis & Holdings | MarketXLS

RBKTX Mutual Fund

NAV$24.48

AUM$937M

TER1.45%

Holdings26

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RBKTX Mutual Fund

NAV$24.48

American Funds 2040 Target Date Retirement Fund CLASS R2

AUM$937M

TER1.45%

Holdings26

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

RBKTX Mutual Fund Overlap Analysis

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

RBKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RBKTX may share significant positions with broad-market funds.

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