RMABX Mutual Fund

NAV$8.57

AUM$4M

TER1.35%

Holdings1,263

RMABX Mutual Fund

NAV$8.57

American Funds Mortgage Fund Class R-2

AUM$4M

TER1.35%

Holdings1,263

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Holdings Overlap Analysis

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

RMABX Mutual Fund Overlap Analysis

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

RMABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1263 holdings, RMABX may share significant positions with broad-market funds.

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