RBLRX Mutual Fund
RBLRX Mutual Fund
NAV$12.45
AUM$12M
TER0.93%
Holdings13
See how much of RBLRX you already own
RBLRX Mutual Fund
NAV$12.45
Russell Lifepoints Balanced Strategy Fund Class R1
AUM$12M
TER0.93%
Holdings13
See how much of RBLRX you already own
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.