DGVYX Mutual Fund

NAV$5.18

AUM$674,355.61

TER0.75%

Holdings51

DGVYX Mutual Fund

NAV$5.18

Davis Government Bond Fund Class Y

AUM$674,355.61

TER0.75%

Holdings51

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

DGVYX Mutual Fund Overlap Analysis

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

DGVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, DGVYX may share significant positions with broad-market funds.

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