RHJSX Mutual Fund
RHJSX Mutual Fund
NAV$9.54
AUM$49M
TER1.25%
Holdings64
RHJSX Mutual Fund
NAV$9.54
Rice Hall James Micro Cap Portfolio Institutional Class
AUM$49M
TER1.25%
Holdings64
RHJSX Mutual Fund Overlap Analysis
RHJSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RHJSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, RHJSX may share significant positions with broad-market funds.
RHJSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RHJSX tax-loss harvesting finds highly correlated but non-identical funds.