RMMBX Mutual Fund
NAV$9.28
AUM$1.3B
TER0.47%
Holdings941
RMMBX Mutual Fund
NAV$9.28
Aspiriant Risk-Managed Municipal Bond Fund
AUM$1.3B
TER0.47%
Holdings941
RMMBX Mutual Fund Overlap Analysis
RMMBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 941 holdings, RMMBX may share significant positions with broad-market funds.
RMMBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMMBX tax-loss harvesting finds highly correlated but non-identical funds.