RGBGX Mutual Fund

NAV$42.50

TER0.47%

Holdings1,126

RGBGX Mutual Fund

NAV$42.50

American Funds Global Balanced Fund Cl R-6

TER0.47%

Holdings1,126

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Holdings Overlap Analysis

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

RGBGX Mutual Fund Overlap Analysis

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

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

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