RBLUX Mutual Fund

NAV$10.84

AUM$2M

TER1.18%

Holdings13

RBLUX Mutual Fund

NAV$10.84

Russell Lifepoints Balanced Strategy Fund Class R4

AUM$2M

TER1.18%

Holdings13

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Holdings Overlap Analysis

Compare RBLUX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RBLUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RBLUX Mutual Fund Overlap Analysis

RBLUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RBLUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RBLUX may share significant positions with broad-market funds.

RBLUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBLUX tax-loss harvesting finds highly correlated but non-identical funds.