RGBCX Mutual Fund
RGBCX Mutual Fund
NAV$42.98
AUM$59M
TER1.11%
Holdings1,126
See how much of RGBCX you already own
RGBCX Mutual Fund
NAV$42.98
American Funds Global Balanced Fund Cl R-3
AUM$59M
TER1.11%
Holdings1,126
See how much of RGBCX you already own
RGBCX Mutual Fund Overlap Analysis
RGBCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, RGBCX may share significant positions with broad-market funds.
RGBCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGBCX tax-loss harvesting finds highly correlated but non-identical funds.