RBEEX Mutual Fund

NAV$19.50

AUM$293M

TER1.12%

Holdings25

RBEEX Mutual Fund

NAV$19.50

American Funds 2030 Target Date Retirement Fund Class R2E

AUM$293M

TER1.12%

Holdings25

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Holdings Overlap Analysis

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

RBEEX Mutual Fund Overlap Analysis

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

RBEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, RBEEX may share significant positions with broad-market funds.

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