RBLRX Mutual Fund
RBLRX Mutual Fund
NAV$12.61
AUM$12M
TER0.93%
Holdings13
RBLRX Mutual Fund
NAV$12.61
Russell Lifepoints Balanced Strategy Fund Class R1
AUM$12M
TER0.93%
Holdings13
RBLRX Mutual Fund Overlap Analysis
RBLRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RBLRX may share significant positions with broad-market funds.
RBLRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBLRX tax-loss harvesting finds highly correlated but non-identical funds.