RYFSX Mutual Fund
RYFSX Mutual Fund
NAV$5.52
AUM$32M
TER1.57%
Holdings49
See how much of RYFSX you already own
RYFSX Mutual Fund
NAV$5.52
Royce Global Financial Services Fund Service Class
AUM$32M
TER1.57%
Holdings49
See how much of RYFSX you already own
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.