RMHVX Mutual Fund

NAV$2.22

AUM$6,578.83

TER1.37%

Holdings4

See how much of RMHVX you already own

Just $25 once·$99/mo·Download sample

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RMHVX Mutual Fund

NAV$2.22

Easterly RocMuni High Income Municipal Bond Fund Investor Class

AUM$6,578.83

TER1.37%

Holdings4

See how much of RMHVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

RMHVX Mutual Fund Overlap Analysis

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

RMHVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, RMHVX may share significant positions with broad-market funds.

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