RYAFX Mutual Fund
RYAFX Mutual Fund
NAV$95.31
AUM$36,900.3
TER1.67%
Holdings9
See how much of RYAFX you already own
RYAFX Mutual Fund
NAV$95.31
Inverse Russell 2000 Strategy Fund Class A
AUM$36,900.3
TER1.67%
Holdings9
See how much of RYAFX you already own
RYAFX Mutual Fund Overlap Analysis
RYAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, RYAFX may share significant positions with broad-market funds.
RYAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYAFX tax-loss harvesting finds highly correlated but non-identical funds.