RBEKX Mutual Fund

NAV$24.20

AUM$194M

TER1.15%

Holdings26

RBEKX Mutual Fund

NAV$24.20

American Funds 2040 Target Date Retirement Fund Class R2E

AUM$194M

TER1.15%

Holdings26

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Holdings Overlap Analysis

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

RBEKX Mutual Fund Overlap Analysis

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

RBEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, RBEKX may share significant positions with broad-market funds.

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