DRGTX Mutual Fund
NAV$101.12
AUM$794M
TER1.16%
Holdings48
DRGTX Mutual Fund
NAV$101.12
Virtus Zevenbergen Technology Fund Institutional Class
AUM$794M
TER1.16%
Holdings48

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DRGTX Mutual Fund Overlap Analysis
DRGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DRGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, DRGTX may share significant positions with broad-market funds.
DRGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DRGTX tax-loss harvesting finds highly correlated but non-identical funds.