{
  "page": "compare",
  "query": {
    "a": "RBLSX",
    "b": "RIFIX"
  },
  "retrieved_at": "2026-07-07T17:00:56+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Balanced Strategy Fund",
    "ticker": "RBLSX",
    "slug": "RBLSX",
    "series_id": "S000001576",
    "html_url": "https://fundwatcher.app/funds/RBLSX/"
  },
  "fund_b": {
    "name": "Aggressive Strategy Fund",
    "ticker": "RIFIX",
    "slug": "RIFIX",
    "series_id": "S000017039",
    "html_url": "https://fundwatcher.app/funds/RIFIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.4251551841990665002238165452",
    "coverage_b_by_a": "0.4251551841990665002238165452",
    "shared_count": 5,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-03-31"
    },
    "a_top": [
      {
        "name": "Global Equity Fund",
        "value": "181833035.28",
        "weight": "0.29672453",
        "shared": true
      },
      {
        "name": "Investment Grade Bond Fund",
        "value": "103291710.04",
        "weight": "0.16855674",
        "shared": false
      },
      {
        "name": "Multifactor U.S. Equity Fund",
        "value": "66443659.31",
        "weight": "0.10842619",
        "shared": false
      },
      {
        "name": "Multi-Strategy Income Fund",
        "value": "48403310.64",
        "weight": "0.07898702",
        "shared": false
      },
      {
        "name": "Strategic Bond Fund",
        "value": "41325265.16",
        "weight": "0.06743670",
        "shared": false
      },
      {
        "name": "Multifactor International Equity Fund",
        "value": "36631635.35",
        "weight": "0.05977739",
        "shared": false
      },
      {
        "name": "Emerging Markets Fund",
        "value": "31622344.40",
        "weight": "0.05160297",
        "shared": true
      },
      {
        "name": "Long Duration Bond Fund",
        "value": "26401929.33",
        "weight": "0.04308403",
        "shared": true
      },
      {
        "name": "Opportunistic Credit Fund",
        "value": "23868797.43",
        "weight": "0.03895033",
        "shared": true
      },
      {
        "name": "U.S. Strategic Equity Fund",
        "value": "15832435.07",
        "weight": "0.02583618",
        "shared": false
      },
      {
        "name": "U.S. Small Cap Equity Fund",
        "value": "12700860.07",
        "weight": "0.02072592",
        "shared": false
      },
      {
        "name": "Global Real Estate Securities Fund",
        "value": "12405644.42",
        "weight": "0.02024417",
        "shared": false
      },
      {
        "name": "Global Infrastructure Fund",
        "value": "12040203.50",
        "weight": "0.01964783",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "U.S. Strategic Equity Fund",
        "value": "52081652.17",
        "weight": "0.29585970",
        "shared": false
      },
      {
        "name": "Global Equity Fund",
        "value": "50726449.80",
        "weight": "0.28816121",
        "shared": true
      },
      {
        "name": "Multi-Asset Strategy Fund",
        "value": "14146773.59",
        "weight": "0.08036343",
        "shared": false
      },
      {
        "name": "Strategic Bond Fund",
        "value": "12415110.49",
        "weight": "0.07052639",
        "shared": false
      },
      {
        "name": "International Developed Markets Fund",
        "value": "10621585.17",
        "weight": "0.06033793",
        "shared": false
      },
      {
        "name": "Long Duration Bond Fund",
        "value": "8840209.60",
        "weight": "0.05021849",
        "shared": true
      },
      {
        "name": "Emerging Markets Fund",
        "value": "8648205.77",
        "weight": "0.04912777",
        "shared": true
      },
      {
        "name": "U.S. Small Cap Equity Fund",
        "value": "5344182.45",
        "weight": "0.03035864",
        "shared": false
      },
      {
        "name": "Global Real Estate Securities Fund",
        "value": "5212522.98",
        "weight": "0.02961072",
        "shared": false
      },
      {
        "name": "Opportunistic Credit Fund",
        "value": "4424523.84",
        "weight": "0.02513435",
        "shared": true
      },
      {
        "name": "Global Infrastructure Fund",
        "value": "3573752.85",
        "weight": "0.02030138",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-063576",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/351601/000141036826063576/0001410368-26-063576-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-046934",
      "as_of": "2026-03-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/824036/000141036826046934/0001410368-26-046934-index.htm"
    }
  ]
}