DRRCX Mutual Fund

NAV$16.92

AUM$10M

TER1.94%

Holdings170

DRRCX Mutual Fund

NAV$16.92

BNY Mellon Global Real Return Fund Class C

AUM$10M

TER1.94%

Holdings170

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

DRRCX Mutual Fund Overlap Analysis

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

DRRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, DRRCX may share significant positions with broad-market funds.

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