RYVFX Mutual Fund
RYVFX Mutual Fund
NAV$11.96
AUM$119M
TER1.49%
Holdings80
See how much of RYVFX you already own
RYVFX Mutual Fund
NAV$11.96
Royce Small-Cap Value Fund Service Class
AUM$119M
TER1.49%
Holdings80
See how much of RYVFX you already own
RYVFX Mutual Fund Overlap Analysis
RYVFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, RYVFX may share significant positions with broad-market funds.
RYVFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYVFX tax-loss harvesting finds highly correlated but non-identical funds.