RBITX Mutual Fund

NAV$24.75

TER1.46%

Holdings20

RBITX Mutual Fund

NAV$24.75

American Funds 2050 Target Date Retirement Fund CLASS R2

TER1.46%

Holdings20

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

RBITX Mutual Fund Overlap Analysis

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

RBITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, RBITX may share significant positions with broad-market funds.

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