RLBCX Mutual Fund
RLBCX Mutual Fund
NAV$40.71
AUM$49M
TER0.89%
Holdings3,945
See how much of RLBCX you already own
RLBCX Mutual Fund
NAV$40.71
American Balanced Fund Class R3
AUM$49M
TER0.89%
Holdings3,945
See how much of RLBCX you already own
RLBCX Mutual Fund Overlap Analysis
RLBCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, RLBCX may share significant positions with broad-market funds.
RLBCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLBCX tax-loss harvesting finds highly correlated but non-identical funds.