RKSIX Mutual Fund
RKSIX Mutual Fund
NAV$12.96
AUM$108M
TER1.05%
Holdings47
See how much of RKSIX you already own
RKSIX Mutual Fund
NAV$12.96
Rockefeller US Small Cap Core Fund Class I
AUM$108M
TER1.05%
Holdings47
See how much of RKSIX you already own
RKSIX Mutual Fund Overlap Analysis
RKSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RKSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, RKSIX may share significant positions with broad-market funds.
RKSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RKSIX tax-loss harvesting finds highly correlated but non-identical funds.