RYFSX Mutual Fund
RYFSX Mutual Fund
NAV$5.52
AUM$32M
TER1.57%
Holdings49
RYFSX Mutual Fund
NAV$5.52
Royce Global Financial Services Fund Service Class
AUM$32M
TER1.57%
Holdings49
RYFSX Mutual Fund Overlap Analysis
RYFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RYFSX may share significant positions with broad-market funds.
RYFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYFSX tax-loss harvesting finds highly correlated but non-identical funds.