DNLCX Mutual Fund

NAV$54.60

AUM$430,000

TER1.75%

Holdings242

DNLCX Mutual Fund

NAV$54.60

BNY Mellon Active MidCap Fund Class C

AUM$430,000

TER1.75%

Holdings242

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Holdings Overlap Analysis

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

DNLCX Mutual Fund Overlap Analysis

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

DNLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 242 holdings, DNLCX may share significant positions with broad-market funds.

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