RBLAX Mutual Fund
RBLAX Mutual Fund
NAV$12.27
AUM$330M
TER1.14%
Holdings13
See how much of RBLAX you already own
RBLAX Mutual Fund
NAV$12.27
Russell LifePoints Balanced Strategy Fund Class A
AUM$330M
TER1.14%
Holdings13
See how much of RBLAX you already own
RBLAX Mutual Fund Overlap Analysis
RBLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RBLAX may share significant positions with broad-market funds.
RBLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBLAX tax-loss harvesting finds highly correlated but non-identical funds.