RMSVX Mutual Fund

NAV$4.17

AUM$67,005.32

TER0.95%

Holdings98

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RMSVX Mutual Fund

NAV$4.17

Easterly RocMuni Short Term Municipal Bond Fund Investor Class

AUM$67,005.32

TER0.95%

Holdings98

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

RMSVX Mutual Fund Overlap Analysis

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

RMSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, RMSVX may share significant positions with broad-market funds.

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