DSPIX Mutual Fund

NAV$50.64

AUM$1.3B

TER0.21%

Holdings506

DSPIX Mutual Fund

NAV$50.64

BNY Mellon Institutional S&P 500 Stock Index Fund Class I

AUM$1.3B

TER0.21%

Holdings506

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Holdings Overlap Analysis

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

DSPIX Mutual Fund Overlap Analysis

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

DSPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, DSPIX may share significant positions with broad-market funds.

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