RSIVX Mutual Fund Analysis & Holdings | MarketXLS

RSIVX Mutual Fund

NAV$8.59

AUM$54M

TER1.25%

Holdings145

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RSIVX Mutual Fund

NAV$8.59

RiverPark Strategic Income Fund Retail Class

AUM$54M

TER1.25%

Holdings145

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

RSIVX Mutual Fund Overlap Analysis

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

RSIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, RSIVX may share significant positions with broad-market funds.

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