RVVHX Mutual Fund
RVVHX Mutual Fund
NAV$11.88
AUM$62M
TER1.24%
Holdings80
See how much of RVVHX you already own
RVVHX Mutual Fund
NAV$11.88
Royce Small-Cap Value Fund Investment Class
AUM$62M
TER1.24%
Holdings80
See how much of RVVHX you already own
RVVHX Mutual Fund Overlap Analysis
RVVHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RVVHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, RVVHX may share significant positions with broad-market funds.
RVVHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RVVHX tax-loss harvesting finds highly correlated but non-identical funds.