DCSYX Mutual Fund
NAV$75.25
AUM$158M
TER0.67%
Holdings63
DCSYX Mutual Fund
NAV$75.25
Davis Balanced Fund Class Y
AUM$158M
TER0.67%
Holdings63

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