RBEHX Mutual Fund

NAV$14.64

AUM$201M

TER1.09%

Holdings21

RBEHX Mutual Fund

NAV$14.64

American Funds 2020 Target Date Retirement Income Fund Class R2E

AUM$201M

TER1.09%

Holdings21

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RBEHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RBEHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RBEHX Mutual Fund Overlap Analysis

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

RBEHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RBEHX may share significant positions with broad-market funds.

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