RMHVX Mutual Fund

NAV$2.21

AUM$6,537.03

TER1.37%

Holdings4

RMHVX Mutual Fund

NAV$2.21

Easterly RocMuni High Income Municipal Bond Fund Investor Class

AUM$6,537.03

TER1.37%

Holdings4

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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.