DCGVX Mutual Fund
NAV$49.74
AUM$142M
TER1.68%
Holdings83
DCGVX Mutual Fund
NAV$49.74
BNY Mellon Dynamic Value Fund Class C
AUM$142M
TER1.68%
Holdings83
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DCGVX Mutual Fund Overlap Analysis
DCGVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, DCGVX may share significant positions with broad-market funds.
DCGVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCGVX tax-loss harvesting finds highly correlated but non-identical funds.