RSBTX Mutual Fund Analysis & Holdings | MarketXLS

RSBTX Mutual Fund

NAV$18.63

AUM$7M

TER0.77%

Holdings588

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RSBTX Mutual Fund

NAV$18.63

Russell Short Duration Bond Fund Class A

AUM$7M

TER0.77%

Holdings588

See inside every fund you own

$45/quarter 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 RSBTX 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 RSBTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RSBTX Mutual Fund Overlap Analysis

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

RSBTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 588 holdings, RSBTX may share significant positions with broad-market funds.

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