RBNCX Mutual Fund

NAV$10.08

AUM$793,984.77

TER4.16%

Holdings44

See how much of RBNCX you already own

Just $25 once·$69/mo·Download sample

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RBNCX Mutual Fund

NAV$10.08

Robinson Opportunistic Income Fund Class C Shares

AUM$793,984.77

TER4.16%

Holdings44

See how much of RBNCX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

RBNCX Mutual Fund Overlap Analysis

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

RBNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, RBNCX may share significant positions with broad-market funds.

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