RBNTX Mutual Fund
RBNTX Mutual Fund
NAV$21.93
TER1.48%
Holdings18
See how much of RBNTX you already own
RBNTX Mutual Fund
NAV$21.93
American Funds 2060 Target Date Retirement Fund Class R-2
TER1.48%
Holdings18
See how much of RBNTX you already own
RBNTX Mutual Fund Overlap Analysis
RBNTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RBNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RBNTX may share significant positions with broad-market funds.
RBNTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RBNTX tax-loss harvesting finds highly correlated but non-identical funds.