RGBCX Mutual Fund

NAV$42.38

AUM$59M

TER1.11%

Holdings1,126

RGBCX Mutual Fund

NAV$42.38

American Funds Global Balanced Fund Cl R-3

AUM$59M

TER1.11%

Holdings1,126

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Holdings Overlap Analysis

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

RGBCX Mutual Fund Overlap Analysis

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

RGBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, RGBCX may share significant positions with broad-market funds.

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