RYOTX Mutual Fund

NAV$15.34

AUM$126M

TER1.24%

Holdings159

RYOTX Mutual Fund

NAV$15.34

Royce Micro-Cap Fund Investment Class

AUM$126M

TER1.24%

Holdings159

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Holdings Overlap Analysis

Compare RYOTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RYOTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RYOTX Mutual Fund Overlap Analysis

RYOTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RYOTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, RYOTX may share significant positions with broad-market funds.

RYOTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYOTX tax-loss harvesting finds highly correlated but non-identical funds.