RGBGX Mutual Fund
RGBGX Mutual Fund
NAV$43.32
TER0.47%
Holdings1,126
See how much of RGBGX you already own
RGBGX Mutual Fund
NAV$43.32
American Funds Global Balanced Fund Cl R-6
TER0.47%
Holdings1,126
See how much of RGBGX you already own
RGBGX Mutual Fund Overlap Analysis
RGBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, RGBGX may share significant positions with broad-market funds.
RGBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGBGX tax-loss harvesting finds highly correlated but non-identical funds.