RBEGX Mutual Fund

NAV$22.81

AUM$13M

TER1.14%

Holdings14

RBEGX Mutual Fund

NAV$22.81

American Funds Growth and Income Portfolio - Class R2E

AUM$13M

TER1.14%

Holdings14

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Holdings Overlap Analysis

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

RBEGX Mutual Fund Overlap Analysis

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

RBEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, RBEGX may share significant positions with broad-market funds.

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