RLBGX Mutual Fund
RLBGX Mutual Fund
NAV$40.93
AUM$49M
TER0.25%
Holdings3,945
See how much of RLBGX you already own
RLBGX Mutual Fund
NAV$40.93
American Balanced Fund Class R6
AUM$49M
TER0.25%
Holdings3,945
See how much of RLBGX you already own
RLBGX Mutual Fund Overlap Analysis
RLBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RLBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, RLBGX may share significant positions with broad-market funds.
RLBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RLBGX tax-loss harvesting finds highly correlated but non-identical funds.