RMBBX Mutual Fund
RMBBX Mutual Fund
NAV$16.97
AUM$128M
TER0.96%
Holdings51
RMBBX Mutual Fund
NAV$16.97
RMB Small Cap Fund
AUM$128M
TER0.96%
Holdings51
RMBBX Mutual Fund Overlap Analysis
RMBBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMBBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, RMBBX may share significant positions with broad-market funds.
RMBBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMBBX tax-loss harvesting finds highly correlated but non-identical funds.