RBVAX Mutual Fund Analysis & Holdings | MarketXLS

RBVAX Mutual Fund

NAV$15.34

AUM$11,194

TER1.11%

Holdings73

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RBVAX Mutual Fund

NAV$15.34

RBC Small Cap Value Fund Class A

AUM$11,194

TER1.11%

Holdings73

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

RBVAX Mutual Fund Overlap Analysis

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

RBVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, RBVAX may share significant positions with broad-market funds.

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