DRGYX Mutual Fund

NAV$58.83

AUM$1.2B

TER0.63%

Holdings83

DRGYX Mutual Fund

NAV$58.83

BNY Mellon Dynamic Value Fund Class Y

AUM$1.2B

TER0.63%

Holdings83

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DRGYX Mutual Fund Overlap Analysis

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

DRGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, DRGYX may share significant positions with broad-market funds.

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