RYPFX Mutual Fund
RYPFX Mutual Fund
NAV$10.82
AUM$30M
TER1.31%
Holdings260
See how much of RYPFX you already own
RYPFX Mutual Fund
NAV$10.82
Royce Small Cap Fund Service Class
AUM$30M
TER1.31%
Holdings260
See how much of RYPFX you already own
RYPFX Mutual Fund Overlap Analysis
RYPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 260 holdings, RYPFX may share significant positions with broad-market funds.
RYPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYPFX tax-loss harvesting finds highly correlated but non-identical funds.