RMBVX Mutual Fund Analysis & Holdings | MarketXLS

RMBVX Mutual Fund

NAV$9.92

AUM$132M

TER0.37%

Holdings471

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RMBVX Mutual Fund

NAV$9.92

RMB Quality Intermediate Tax-Exempt Municipal Fund Class I

AUM$132M

TER0.37%

Holdings471

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RMBVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RMBVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RMBVX Mutual Fund Overlap Analysis

RMBVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RMBVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 471 holdings, RMBVX may share significant positions with broad-market funds.

RMBVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMBVX tax-loss harvesting finds highly correlated but non-identical funds.