RYTFX Mutual Fund
RYTFX Mutual Fund
NAV$8.26
TER1.49%
Holdings63
See how much of RYTFX you already own
RYTFX Mutual Fund
NAV$8.26
Royce Small-Cap Total Return Fund Service Class
TER1.49%
Holdings63
See how much of RYTFX you already own
RYTFX Mutual Fund Overlap Analysis
RYTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, RYTFX may share significant positions with broad-market funds.
RYTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYTFX tax-loss harvesting finds highly correlated but non-identical funds.