RNBEX Mutual Fund

NAV$14.95

AUM$524,047

TER1.09%

Holdings9

See how much of RNBEX you already own

Just $25 once·$99/mo·Download sample

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RNBEX Mutual Fund

NAV$14.95

American Funds Conservative Growth and Income Portfolio - Class R-2E

AUM$524,047

TER1.09%

Holdings9

See how much of RNBEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare RNBEX 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 RNBEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RNBEX Mutual Fund Overlap Analysis

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

RNBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, RNBEX may share significant positions with broad-market funds.

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