RDVIX Mutual Fund
RDVIX Mutual Fund
NAV$2.67
AUM$76M
TER1.09%
Holdings49
See how much of RDVIX you already own
RDVIX Mutual Fund
NAV$2.67
Royce Smid-Cap Total Return Fund Investment Class
AUM$76M
TER1.09%
Holdings49
See how much of RDVIX you already own
RDVIX Mutual Fund Overlap Analysis
RDVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RDVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RDVIX may share significant positions with broad-market funds.
RDVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RDVIX tax-loss harvesting finds highly correlated but non-identical funds.