RVPHX Mutual Fund
RVPHX Mutual Fund
NAV$10.50
AUM$100M
TER1.02%
Holdings83
See how much of RVPHX you already own
RVPHX Mutual Fund
NAV$10.50
Royce Smaller-Companies Growth Fund Investment Class
AUM$100M
TER1.02%
Holdings83
See how much of RVPHX you already own
RVPHX Mutual Fund Overlap Analysis
RVPHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RVPHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, RVPHX may share significant positions with broad-market funds.
RVPHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RVPHX tax-loss harvesting finds highly correlated but non-identical funds.