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RBSTX vs RIFIX

Shared holdings
5
RBSTX covered by RIFIX
42.52%
RIFIX covered by RBSTX
42.52%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 13 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

RBSTX (April 30, 2026)

SecurityWeight
Global Equity Fund29.67%
Investment Grade Bond Fund16.86%
Multifactor U.S. Equity Fund10.84%
Multi-Strategy Income Fund7.90%
Strategic Bond Fund6.74%
Multifactor International Equity Fund5.98%
Emerging Markets Fund5.16%
Long Duration Bond Fund4.31%
Opportunistic Credit Fund3.90%
U.S. Strategic Equity Fund2.58%
U.S. Small Cap Equity Fund2.07%
Global Real Estate Securities Fund2.02%
Global Infrastructure Fund1.96%

RIFIX (March 31, 2026)

SecurityWeight
U.S. Strategic Equity Fund29.59%
Global Equity Fund28.82%
Multi-Asset Strategy Fund8.04%
Strategic Bond Fund7.05%
International Developed Markets Fund6.03%
Long Duration Bond Fund5.02%
Emerging Markets Fund4.91%
U.S. Small Cap Equity Fund3.04%
Global Real Estate Securities Fund2.96%
Opportunistic Credit Fund2.51%
Global Infrastructure Fund2.03%

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