DRTHX Mutual Fund

NAV$22.12

AUM$428M

TER0.75%

Holdings51

DRTHX Mutual Fund

NAV$22.12

BNY Mellon Sustainable US Equity Fund, Inc. Class Z

AUM$428M

TER0.75%

Holdings51

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Holdings Overlap Analysis

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

DRTHX Mutual Fund Overlap Analysis

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

DRTHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, DRTHX may share significant positions with broad-market funds.

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