RSEIX Mutual Fund
RSEIX Mutual Fund
NAV$17.94
TER1.18%
Holdings31
See how much of RSEIX you already own
RSEIX Mutual Fund
NAV$17.94
Royce Small-Cap Special Equity Fund Institutional Class
TER1.18%
Holdings31
See how much of RSEIX you already own
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 31 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.