RSEIX Mutual Fund
RSEIX Mutual Fund
NAV$18.12
TER1.18%
Holdings32
RSEIX Mutual Fund
NAV$18.12
Royce Small-Cap Special Equity Fund Institutional Class
TER1.18%
Holdings32
RSEIX Mutual Fund Overlap Analysis
RSEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RSEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, RSEIX may share significant positions with broad-market funds.
RSEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RSEIX tax-loss harvesting finds highly correlated but non-identical funds.