RSIIX Mutual Fund
RSIIX Mutual Fund
NAV$8.51
AUM$571M
TER1.00%
Holdings145
See how much of RSIIX you already own
RSIIX Mutual Fund
NAV$8.51
RiverPark Strategic Income Fund Institutional Class
AUM$571M
TER1.00%
Holdings145
See how much of RSIIX you already own
RSIIX Mutual Fund Overlap Analysis
RSIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RSIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, RSIIX may share significant positions with broad-market funds.
RSIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RSIIX tax-loss harvesting finds highly correlated but non-identical funds.