RMTBX Mutual Fund
RMTBX Mutual Fund
NAV$8.42
AUM$412M
TER1.08%
Holdings11
See how much of RMTBX you already own
RMTBX Mutual Fund
NAV$8.42
Aspiriant Risk-Managed Taxable Bond Fund
AUM$412M
TER1.08%
Holdings11
See how much of RMTBX you already own
RMTBX Mutual Fund Overlap Analysis
RMTBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, RMTBX may share significant positions with broad-market funds.
RMTBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMTBX tax-loss harvesting finds highly correlated but non-identical funds.