RYPFX Mutual Fund Analysis & Holdings | MarketXLS

RYPFX Mutual Fund

NAV$11.29

AUM$30M

TER1.31%

Holdings260

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RYPFX Mutual Fund

NAV$11.29

Royce Small Cap Fund Service Class

AUM$30M

TER1.31%

Holdings260

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare RYPFX 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 RYPFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.