RPFIX Mutual Fund

NAV$12.59

AUM$228M

TER1.15%

Holdings52

RPFIX Mutual Fund

NAV$12.59

Royce Premier Fund Institutional Class

AUM$228M

TER1.15%

Holdings52

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare RPFIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RPFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RPFIX Mutual Fund Overlap Analysis

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

RPFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, RPFIX may share significant positions with broad-market funds.

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