RBNTX Mutual Fund

NAV$22.11

TER1.48%

Holdings18

RBNTX Mutual Fund

NAV$22.11

American Funds 2060 Target Date Retirement Fund Class R-2

TER1.48%

Holdings18

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Holdings Overlap Analysis

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

RBNTX Mutual Fund Overlap Analysis

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

RBNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, RBNTX may share significant positions with broad-market funds.

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