DGEZX Mutual Fund

NAV$14.64

AUM$42M

TER0.79%

Holdings163

DGEZX Mutual Fund

NAV$14.64

Destinations Equity Income Fund Class Z

AUM$42M

TER0.79%

Holdings163

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare DGEZX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DGEZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DGEZX Mutual Fund Overlap Analysis

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

DGEZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, DGEZX may share significant positions with broad-market funds.

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