DTLVX Mutual Fund

NAV$25.39

AUM$4M

TER1.30%

Holdings519

DTLVX Mutual Fund

NAV$25.39

Wilshire Large Company Value Portfolio Fund Investment Class

AUM$4M

TER1.30%

Holdings519

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Holdings Overlap Analysis

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

DTLVX Mutual Fund Overlap Analysis

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

DTLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 519 holdings, DTLVX may share significant positions with broad-market funds.

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