DISVX Mutual Fund
NAV$33.41
AUM$14.0B
TER0.43%
Holdings1,880
DISVX Mutual Fund
NAV$33.41
DFA International Small Cap Value Portfolio
AUM$14.0B
TER0.43%
Holdings1,880

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DISVX Mutual Fund Overlap Analysis
DISVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DISVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1880 holdings, DISVX may share significant positions with broad-market funds.
DISVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DISVX tax-loss harvesting finds highly correlated but non-identical funds.