RYTRX Mutual Fund
RYTRX Mutual Fund
NAV$7.84
AUM$1.1B
TER1.23%
Holdings63
See how much of RYTRX you already own
RYTRX Mutual Fund
NAV$7.84
Royce Small-Cap Total Return Fund Investment Class
AUM$1.1B
TER1.23%
Holdings63
See how much of RYTRX you already own
RYTRX Mutual Fund Overlap Analysis
RYTRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, RYTRX may share significant positions with broad-market funds.
RYTRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYTRX tax-loss harvesting finds highly correlated but non-identical funds.