# Portfolio overlap — RBLSX vs RALAX

Comparing **Balanced Strategy Fund** (2026-04-30) and **Aggressive Strategy Fund** (2026-04-30).

- Shared positions: 11
- Balanced Strategy Fund covered by Aggressive Strategy Fund: 0.7235537868446613081452251999
- Aggressive Strategy Fund covered by Balanced Strategy Fund: 0.7235537868446613081452251999

## Balanced Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Global Equity Fund | 0.296725 | ✓ |
| Investment Grade Bond Fund | 0.168557 |  |
| Multifactor U.S. Equity Fund | 0.108426 | ✓ |
| Multi-Strategy Income Fund | 0.078987 |  |
| Strategic Bond Fund | 0.067437 | ✓ |
| Multifactor International Equity Fund | 0.059777 | ✓ |
| Emerging Markets Fund | 0.051603 | ✓ |
| Long Duration Bond Fund | 0.043084 | ✓ |
| Opportunistic Credit Fund | 0.038950 | ✓ |
| U.S. Strategic Equity Fund | 0.025836 | ✓ |
| U.S. Small Cap Equity Fund | 0.020726 | ✓ |
| Global Real Estate Securities Fund | 0.020244 | ✓ |
| Global Infrastructure Fund | 0.019648 | ✓ |

## Aggressive Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Global Equity Fund | 0.293098 | ✓ |
| Multifactor U.S. Equity Fund | 0.127089 | ✓ |
| Multifactor International Equity Fund | 0.108721 | ✓ |
| U.S. Strategic Equity Fund | 0.106748 | ✓ |
| Multi-Asset Strategy Fund | 0.080063 |  |
| Emerging Markets Fund | 0.066103 | ✓ |
| Long Duration Bond Fund | 0.056775 | ✓ |
| Strategic Bond Fund | 0.047611 | ✓ |
| Opportunistic Credit Fund | 0.033684 | ✓ |
| U.S. Small Cap Equity Fund | 0.030534 | ✓ |
| Global Real Estate Securities Fund | 0.030109 | ✓ |
| Global Infrastructure Fund | 0.019464 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-063576` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/351601/000141036826063576/0001410368-26-063576-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063577` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/351601/000141036826063577/0001410368-26-063577-index.htm>

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