RYDVX Mutual Fund
RYDVX Mutual Fund
NAV$2.71
TER1.34%
Holdings49
See how much of RYDVX you already own
RYDVX Mutual Fund
NAV$2.71
Royce Smid-Cap Total Return Fund Service Class
TER1.34%
Holdings49
See how much of RYDVX you already own
RYDVX Mutual Fund Overlap Analysis
RYDVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RYDVX may share significant positions with broad-market funds.
RYDVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYDVX tax-loss harvesting finds highly correlated but non-identical funds.