DSCPX Mutual Fund
NAV$16.81
AUM$605M
TER0.89%
Holdings29
DSCPX Mutual Fund
NAV$16.81
Davenport Small Cap Focus Fund
AUM$605M
TER0.89%
Holdings29

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DSCPX Mutual Fund Overlap Analysis
DSCPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DSCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, DSCPX may share significant positions with broad-market funds.
DSCPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DSCPX tax-loss harvesting finds highly correlated but non-identical funds.