RPBAX Mutual Fund
RPBAX Mutual Fund
NAV$30.46
TER0.60%
Holdings1,765
See how much of RPBAX you already own
RPBAX Mutual Fund
NAV$30.46
T. Rowe Price Balanced Fund Investor Class
TER0.60%
Holdings1,765
See how much of RPBAX you already own
RPBAX Mutual Fund Overlap Analysis
RPBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RPBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1765 holdings, RPBAX may share significant positions with broad-market funds.
RPBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPBAX tax-loss harvesting finds highly correlated but non-identical funds.