RYSEX Mutual Fund
RYSEX Mutual Fund
NAV$17.53
AUM$373M
TER1.24%
Holdings36
See how much of RYSEX you already own
RYSEX Mutual Fund
NAV$17.53
Royce Small-Cap Special Equity Fund Investment Class
AUM$373M
TER1.24%
Holdings36
See how much of RYSEX you already own
RYSEX Mutual Fund Overlap Analysis
RYSEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYSEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, RYSEX may share significant positions with broad-market funds.
RYSEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYSEX tax-loss harvesting finds highly correlated but non-identical funds.