RLBBX Mutual Fund
RLBBX Mutual Fund
NAV$40.63
AUM$49M
TER1.32%
Holdings3,945
See how much of RLBBX you already own
RLBBX Mutual Fund
NAV$40.63
American Balanced Fund Class R2
AUM$49M
TER1.32%
Holdings3,945
See how much of RLBBX you already own
RLBBX Mutual Fund Overlap Analysis
RLBBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, RLBBX may share significant positions with broad-market funds.
RLBBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLBBX tax-loss harvesting finds highly correlated but non-identical funds.