DGOYX Mutual Fund
NAV$49.05
AUM$297M
TER0.69%
Holdings49
DGOYX Mutual Fund
NAV$49.05
Davis Opportunity Fund Class Y
AUM$297M
TER0.69%
Holdings49

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DGOYX Mutual Fund Overlap Analysis
DGOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, DGOYX may share significant positions with broad-market funds.
DGOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGOYX tax-loss harvesting finds highly correlated but non-identical funds.