RBLVX Mutual Fund

NAV$12.27

AUM$15M

TER1.43%

Holdings13

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RBLVX Mutual Fund

NAV$12.27

Russell Lifepoints Balanced Strategy Fund Class R5

AUM$15M

TER1.43%

Holdings13

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RBLVX 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 RBLVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RBLVX Mutual Fund Overlap Analysis

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

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

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