RITBX Mutual Fund
RITBX Mutual Fund
NAV$9.71
AUM$49M
TER1.45%
Holdings1,018
See how much of RITBX you already own
RITBX Mutual Fund
NAV$9.71
American High-Income Trust Fund Class R-2
AUM$49M
TER1.45%
Holdings1,018
See how much of RITBX you already own
RITBX Mutual Fund Overlap Analysis
RITBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RITBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1018 holdings, RITBX may share significant positions with broad-market funds.
RITBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RITBX tax-loss harvesting finds highly correlated but non-identical funds.