RLBAX Mutual Fund

NAV$40.68

AUM$49M

TER1.31%

Holdings3,945

RLBAX Mutual Fund

NAV$40.68

American Balanced Fund Class R1

AUM$49M

TER1.31%

Holdings3,945

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Holdings Overlap Analysis

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

RLBAX Mutual Fund Overlap Analysis

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

RLBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3945 holdings, RLBAX may share significant positions with broad-market funds.

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