RBAIX Mutual Fund

NAV$29.42

AUM$468M

TER0.47%

Holdings1,602

RBAIX Mutual Fund

NAV$29.42

T. Rowe Price Balanced Fund Class I

AUM$468M

TER0.47%

Holdings1,602

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Holdings Overlap Analysis

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

RBAIX Mutual Fund Overlap Analysis

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

RBAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1602 holdings, RBAIX may share significant positions with broad-market funds.

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