RLBEX Mutual Fund

NAV$40.33

AUM$49M

TER0.59%

Holdings3,945

RLBEX Mutual Fund

NAV$40.33

American Balanced Fund Class R4

AUM$49M

TER0.59%

Holdings3,945

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Holdings Overlap Analysis

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

RLBEX Mutual Fund Overlap Analysis

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

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

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