RBAFX Mutual Fund

NAV$21.60

AUM$22M

TER0.40%

Holdings13

RBAFX Mutual Fund

NAV$21.60

American Funds Moderate Growth and Income Portfolio - Class R-5

AUM$22M

TER0.40%

Holdings13

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Holdings Overlap Analysis

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

RBAFX Mutual Fund Overlap Analysis

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

RBAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, RBAFX may share significant positions with broad-market funds.

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