RMBNX Mutual Fund
NAV$53.96
AUM$21M
TER2.08%
Holdings58
RMBNX Mutual Fund
NAV$53.96
RMB Mendon Financial Services Fund Class C
AUM$21M
TER2.08%
Holdings58

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RMBNX Mutual Fund Overlap Analysis
RMBNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RMBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, RMBNX may share significant positions with broad-market funds.
RMBNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RMBNX tax-loss harvesting finds highly correlated but non-identical funds.