RCRFX Mutual Fund
RCRFX Mutual Fund
NAV$8.78
AUM$4M
TER1.25%
Holdings21
See how much of RCRFX you already own
RCRFX Mutual Fund
NAV$8.78
RiverPark Floating Rate CMBS Fund Retail Class
AUM$4M
TER1.25%
Holdings21
See how much of RCRFX you already own
RCRFX Mutual Fund Overlap Analysis
RCRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, RCRFX may share significant positions with broad-market funds.
RCRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCRFX tax-loss harvesting finds highly correlated but non-identical funds.