DGEFX Mutual Fund

NAV$15.25

AUM$468M

TER0.94%

Holdings166

DGEFX Mutual Fund

NAV$15.25

Destinations Equity Income Fund Class I

AUM$468M

TER0.94%

Holdings166

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Holdings Overlap Analysis

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

DGEFX Mutual Fund Overlap Analysis

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

DGEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, DGEFX may share significant positions with broad-market funds.

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