RVPIX Mutual Fund
RVPIX Mutual Fund
NAV$10.45
TER1.02%
Holdings83
See how much of RVPIX you already own
RVPIX Mutual Fund
NAV$10.45
Royce Smaller-Companies Growth Fund Institutional Class
TER1.02%
Holdings83
See how much of RVPIX you already own
RVPIX Mutual Fund Overlap Analysis
RVPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RVPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, RVPIX may share significant positions with broad-market funds.
RVPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RVPIX tax-loss harvesting finds highly correlated but non-identical funds.