RBLSX Mutual Fund
RBLSX Mutual Fund
NAV$12.42
AUM$90M
TER0.99%
Holdings13
See how much of RBLSX you already own
RBLSX Mutual Fund
NAV$12.42
Russell LifePoints Balanced Strategy Fund Class S
AUM$90M
TER0.99%
Holdings13
See how much of RBLSX you already own
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.