RYTCX Mutual Fund
RYTCX Mutual Fund
NAV$8.33
AUM$168M
TER2.24%
Holdings63
See how much of RYTCX you already own
RYTCX Mutual Fund
NAV$8.33
Royce Small-Cap Total Return Fund Consultant Class
AUM$168M
TER2.24%
Holdings63
See how much of RYTCX you already own
RYTCX Mutual Fund Overlap Analysis
RYTCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, RYTCX may share significant positions with broad-market funds.
RYTCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYTCX tax-loss harvesting finds highly correlated but non-identical funds.