RLBEX Mutual Fund
RLBEX Mutual Fund
NAV$40.96
AUM$49M
TER0.59%
Holdings3,945
See how much of RLBEX you already own
RLBEX Mutual Fund
NAV$40.96
American Balanced Fund Class R4
AUM$49M
TER0.59%
Holdings3,945
See how much of RLBEX you already own
RLBEX Mutual Fund Overlap Analysis
RLBEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, RLBEX may share significant positions with broad-market funds.
RLBEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLBEX tax-loss harvesting finds highly correlated but non-identical funds.