RPFFX Mutual Fund
NAV$11.72
AUM$43M
TER1.49%
Holdings52
RPFFX Mutual Fund
NAV$11.72
Royce Premier Fund Service Class
AUM$43M
TER1.49%
Holdings52

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RPFFX Mutual Fund Overlap Analysis
RPFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RPFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, RPFFX may share significant positions with broad-market funds.
RPFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RPFFX tax-loss harvesting finds highly correlated but non-identical funds.