RLBAX Mutual Fund
RLBAX Mutual Fund
NAV$40.60
AUM$49M
TER1.31%
Holdings3,945
See how much of RLBAX you already own
RLBAX Mutual Fund
NAV$40.60
American Balanced Fund Class R1
AUM$49M
TER1.31%
Holdings3,945
See how much of RLBAX you already own
RLBAX Mutual Fund Overlap Analysis
RLBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, RLBAX may share significant positions with broad-market funds.
RLBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLBAX tax-loss harvesting finds highly correlated but non-identical funds.