RFBSX Mutual Fund
RFBSX Mutual Fund
NAV$18.62
AUM$207M
TER0.52%
Holdings588
See how much of RFBSX you already own
RFBSX Mutual Fund
NAV$18.62
Russell Short Duration Bond Fund Class S
AUM$207M
TER0.52%
Holdings588
See how much of RFBSX you already own
RFBSX Mutual Fund Overlap Analysis
RFBSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 588 holdings, RFBSX may share significant positions with broad-market funds.
RFBSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFBSX tax-loss harvesting finds highly correlated but non-identical funds.