RFEBX Mutual Fund
RFEBX Mutual Fund
NAV$102.40
AUM$49M
TER1.07%
Holdings218
See how much of RFEBX you already own
RFEBX Mutual Fund
NAV$102.40
American Funds Fundamental Investors Class R-2E
AUM$49M
TER1.07%
Holdings218
See how much of RFEBX you already own
RFEBX Mutual Fund Overlap Analysis
RFEBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RFEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, RFEBX may share significant positions with broad-market funds.
RFEBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RFEBX tax-loss harvesting finds highly correlated but non-identical funds.