DNVYX Mutual Fund

NAV$31.98

AUM$2.1B

TER0.67%

Holdings47

DNVYX Mutual Fund

NAV$31.98

Davis New York Venture Fund Class Y

AUM$2.1B

TER0.67%

Holdings47

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

DNVYX Mutual Fund Overlap Analysis

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

DNVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, DNVYX may share significant positions with broad-market funds.

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