RSIVX Mutual Fund
RSIVX Mutual Fund
NAV$8.52
AUM$54M
TER1.25%
Holdings145
See how much of RSIVX you already own
RSIVX Mutual Fund
NAV$8.52
RiverPark Strategic Income Fund Retail Class
AUM$54M
TER1.25%
Holdings145
See how much of RSIVX you already own
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.