RMBEX Mutual Fund

NAV$8.65

TER1.08%

Holdings1,263

RMBEX Mutual Fund

NAV$8.65

American Funds Mortgage Fund Class R2E

TER1.08%

Holdings1,263

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Holdings Overlap Analysis

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

RMBEX Mutual Fund Overlap Analysis

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

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

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