RMBHX Mutual Fund
RMBHX Mutual Fund
NAV$39.09
AUM$92M
TER1.23%
Holdings37
See how much of RMBHX you already own
RMBHX Mutual Fund
NAV$39.09
RMB Fund Class A
AUM$92M
TER1.23%
Holdings37
See how much of RMBHX you already own
RMBHX Mutual Fund Overlap Analysis
RMBHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMBHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, RMBHX may share significant positions with broad-market funds.
RMBHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMBHX tax-loss harvesting finds highly correlated but non-identical funds.