RYVPX Mutual Fund
RYVPX Mutual Fund
NAV$9.84
TER1.49%
Holdings83
See how much of RYVPX you already own
RYVPX Mutual Fund
NAV$9.84
Royce Smaller-Companies Growth Fund Service Class
TER1.49%
Holdings83
See how much of RYVPX you already own
RYVPX Mutual Fund Overlap Analysis
RYVPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RYVPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, RYVPX may share significant positions with broad-market funds.
RYVPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RYVPX tax-loss harvesting finds highly correlated but non-identical funds.