RBLCX Mutual Fund
RBLCX Mutual Fund
NAV$11.55
AUM$166M
TER1.89%
Holdings13
RBLCX Mutual Fund
NAV$11.55
Russell LifePoints Balanced Strategy Fund Class C
AUM$166M
TER1.89%
Holdings13
RBLCX Mutual Fund Overlap Analysis
RBLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RBLCX may share significant positions with broad-market funds.
RBLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBLCX tax-loss harvesting finds highly correlated but non-identical funds.