RBLCX Mutual Fund
RBLCX Mutual Fund
NAV$11.35
AUM$166M
TER1.89%
Holdings13
See how much of RBLCX you already own
RBLCX Mutual Fund
NAV$11.35
Russell LifePoints Balanced Strategy Fund Class C
AUM$166M
TER1.89%
Holdings13
See how much of RBLCX you already own
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.