RGBBX Mutual Fund
RGBBX Mutual Fund
NAV$41.47
TER1.55%
Holdings1,201
See how much of RGBBX you already own
RGBBX Mutual Fund
NAV$41.47
American Funds Global Balanced Fund Cl R-2
TER1.55%
Holdings1,201
See how much of RGBBX you already own
RGBBX Mutual Fund Overlap Analysis
RGBBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1201 holdings, RGBBX may share significant positions with broad-market funds.
RGBBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGBBX tax-loss harvesting finds highly correlated but non-identical funds.