RAEBX Mutual Fund
NAV$41.88
AUM$49M
TER1.14%
Holdings145
RAEBX Mutual Fund
NAV$41.88
AMCAP Fund Class R2E
AUM$49M
TER1.14%
Holdings145
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RAEBX Mutual Fund Overlap Analysis
RAEBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RAEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, RAEBX may share significant positions with broad-market funds.
RAEBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RAEBX tax-loss harvesting finds highly correlated but non-identical funds.