DBOZX Mutual Fund

NAV$25.30

AUM$31M

TER0.97%

Holdings447

DBOZX Mutual Fund

NAV$25.30

BNY Mellon Balanced Opportunity Fund Class Z

AUM$31M

TER0.97%

Holdings447

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Holdings Overlap Analysis

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

DBOZX Mutual Fund Overlap Analysis

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

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

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