DBORX Mutual Fund

NAV$25.45

AUM$14M

TER0.90%

Holdings447

DBORX Mutual Fund

NAV$25.45

BNY Mellon Balanced Opportunity Fund Class I

AUM$14M

TER0.90%

Holdings447

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Holdings Overlap Analysis

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

DBORX Mutual Fund Overlap Analysis

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

DBORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 447 holdings, DBORX may share significant positions with broad-market funds.

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