RGBEX Mutual Fund

NAV$42.46

AUM$45M

TER0.81%

Holdings1,126

RGBEX Mutual Fund

NAV$42.46

American Funds Global Balanced Fund Cl R-4

AUM$45M

TER0.81%

Holdings1,126

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Holdings Overlap Analysis

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

RGBEX Mutual Fund Overlap Analysis

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

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

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