# Portfolio overlap — RELSX vs RBLAX

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

- Shared positions: 10
- Equity Aggressive Strategy Fund covered by Balanced Strategy Fund: 0.6541077221332086697443802244
- Balanced Strategy Fund covered by Equity Aggressive Strategy Fund: 0.6541077221332086697443802244

## Equity Aggressive Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Global Equity Fund | 0.291649 | ✓ |
| Multifactor U.S. Equity Fund | 0.152352 | ✓ |
| U.S. Strategic Equity Fund | 0.137143 | ✓ |
| Multifactor International Equity Fund | 0.127155 | ✓ |
| Emerging Markets Fund | 0.076209 | ✓ |
| Multi-Asset Strategy Fund | 0.069250 |  |
| Long Duration Bond Fund | 0.037499 | ✓ |
| U.S. Small Cap Equity Fund | 0.035646 | ✓ |
| Global Real Estate Securities Fund | 0.034751 | ✓ |
| Global Infrastructure Fund | 0.019282 | ✓ |
| Opportunistic Credit Fund | 0.019066 | ✓ |

## 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 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-063597` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/351601/000141036826063597/0001410368-26-063597-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063576` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/351601/000141036826063576/0001410368-26-063576-index.htm>

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