RPBAX Mutual Fund

NAV$29.44

TER0.60%

Holdings1,602

RPBAX Mutual Fund

NAV$29.44

T. Rowe Price Balanced Fund Investor Class

TER0.60%

Holdings1,602

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Holdings Overlap Analysis

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

RPBAX Mutual Fund Overlap Analysis

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

RPBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1602 holdings, RPBAX may share significant positions with broad-market funds.

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