RDVIX Mutual Fund
NAV$2.56
AUM$76M
TER1.09%
Holdings49
RDVIX Mutual Fund
NAV$2.56
Royce Smid-Cap Total Return Fund Investment Class
AUM$76M
TER1.09%
Holdings49

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RDVIX Mutual Fund Overlap Analysis
RDVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RDVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, RDVIX may share significant positions with broad-market funds.
RDVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RDVIX tax-loss harvesting finds highly correlated but non-identical funds.