RBMTX Mutual Fund

NAV$32.09

TER1.47%

Holdings20

RBMTX Mutual Fund

NAV$32.09

American Funds 2055 Target Date Retirement Fund Class R-2

TER1.47%

Holdings20

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Holdings Overlap Analysis

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

RBMTX Mutual Fund Overlap Analysis

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

RBMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RBMTX may share significant positions with broad-market funds.

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