RMBKX Mutual Fund
RMBKX Mutual Fund
NAV$63.08
AUM$63M
TER1.33%
Holdings49
See how much of RMBKX you already own
RMBKX Mutual Fund
NAV$63.08
RMB Mendon Financial Services Fund Class A
AUM$63M
TER1.33%
Holdings49
See how much of RMBKX you already own
RMBKX Mutual Fund Overlap Analysis
RMBKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMBKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RMBKX may share significant positions with broad-market funds.
RMBKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMBKX tax-loss harvesting finds highly correlated but non-identical funds.