RMUCX Mutual Fund

NAV$14.18

TER1.96%

Holdings701

RMUCX Mutual Fund

NAV$14.18

Invesco Rochester New York Municipals Fund Class C

TER1.96%

Holdings701

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Holdings Overlap Analysis

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

RMUCX Mutual Fund Overlap Analysis

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

RMUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 701 holdings, RMUCX may share significant positions with broad-market funds.

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