RSMRX Mutual Fund

NAV$16.66

AUM$20,028.34

TER0.77%

Holdings77

RSMRX Mutual Fund

NAV$16.66

RBC SMID Cap Growth Fund Class R6

AUM$20,028.34

TER0.77%

Holdings77

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Holdings Overlap Analysis

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

RSMRX Mutual Fund Overlap Analysis

RSMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

RSMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, RSMRX may share significant positions with broad-market funds.

RSMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RSMRX tax-loss harvesting finds highly correlated but non-identical funds.