RBEAX Mutual Fund

NAV$12.60

AUM$51M

TER1.07%

Holdings16

RBEAX Mutual Fund

NAV$12.60

American Funds 2010 Target Date Retirement Income Fund Class R2E

AUM$51M

TER1.07%

Holdings16

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Holdings Overlap Analysis

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

RBEAX Mutual Fund Overlap Analysis

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

RBEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, RBEAX may share significant positions with broad-market funds.

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