DCSCX Mutual Fund
NAV$74.79
AUM$4M
TER1.75%
Holdings63
DCSCX Mutual Fund
NAV$74.79
Davis Balanced Fund Class C
AUM$4M
TER1.75%
Holdings63

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DCSCX Mutual Fund Overlap Analysis
DCSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, DCSCX may share significant positions with broad-market funds.
DCSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCSCX tax-loss harvesting finds highly correlated but non-identical funds.