RBLSX Mutual Fund
RBLSX Mutual Fund
NAV$12.57
AUM$91M
TER0.99%
Holdings13
RBLSX Mutual Fund
NAV$12.57
Russell LifePoints Balanced Strategy Fund Class S
AUM$91M
TER0.99%
Holdings13
RBLSX Mutual Fund Overlap Analysis
RBLSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RBLSX may share significant positions with broad-market funds.
RBLSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBLSX tax-loss harvesting finds highly correlated but non-identical funds.