RBGCX Mutual Fund

NAV$14.24

AUM$65M

TER1.78%

Holdings40

RBGCX Mutual Fund

NAV$14.24

Columbia Capital Allocation Aggressive Portfolio Class C

AUM$65M

TER1.78%

Holdings40

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

RBGCX Mutual Fund Overlap Analysis

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

RBGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, RBGCX may share significant positions with broad-market funds.

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