RMBNX Mutual Fund
RMBNX Mutual Fund
NAV$53.63
AUM$21M
TER2.08%
Holdings49
See how much of RMBNX you already own
RMBNX Mutual Fund
NAV$53.63
RMB Mendon Financial Services Fund Class C
AUM$21M
TER2.08%
Holdings49
See how much of RMBNX you already own
RMBNX Mutual Fund Overlap Analysis
RMBNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RMBNX may share significant positions with broad-market funds.
RMBNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMBNX tax-loss harvesting finds highly correlated but non-identical funds.