RGBEX Mutual Fund
RGBEX Mutual Fund
NAV$43.07
AUM$45M
TER0.81%
Holdings1,126
See how much of RGBEX you already own
RGBEX Mutual Fund
NAV$43.07
American Funds Global Balanced Fund Cl R-4
AUM$45M
TER0.81%
Holdings1,126
See how much of RGBEX you already own
RGBEX Mutual Fund Overlap Analysis
RGBEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, RGBEX may share significant positions with broad-market funds.
RGBEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGBEX tax-loss harvesting finds highly correlated but non-identical funds.