RLBFX Mutual Fund
RLBFX Mutual Fund
NAV$41.13
AUM$49M
TER0.29%
Holdings3,945
See how much of RLBFX you already own
RLBFX Mutual Fund
NAV$41.13
American Balanced Fund Class R5
AUM$49M
TER0.29%
Holdings3,945
See how much of RLBFX you already own
RLBFX Mutual Fund Overlap Analysis
RLBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, RLBFX may share significant positions with broad-market funds.
RLBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLBFX tax-loss harvesting finds highly correlated but non-identical funds.