DCPIX Mutual Fund
NAV$9.06
AUM$2.0B
TER0.45%
Holdings762
DCPIX Mutual Fund
NAV$9.06
BNY Mellon Core Plus Fund Class I
AUM$2.0B
TER0.45%
Holdings762
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DCPIX Mutual Fund Overlap Analysis
DCPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 762 holdings, DCPIX may share significant positions with broad-market funds.
DCPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCPIX tax-loss harvesting finds highly correlated but non-identical funds.