DNLYX Mutual Fund

NAV$63.49

AUM$473,000

TER0.75%

Holdings242

DNLYX Mutual Fund

NAV$63.49

BNY Mellon Active MidCap Fund Class Y

AUM$473,000

TER0.75%

Holdings242

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Holdings Overlap Analysis

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

DNLYX Mutual Fund Overlap Analysis

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

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

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