RYTRX Mutual Fund

NAV$8.07

AUM$1.1B

TER1.23%

Holdings63

RYTRX Mutual Fund

NAV$8.07

Royce Small-Cap Total Return Fund Investment Class

AUM$1.1B

TER1.23%

Holdings63

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Holdings Overlap Analysis

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

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.