DVRLX Mutual Fund

NAV$14.76

AUM$18M

TER1.01%

Holdings1,174

DVRLX Mutual Fund

NAV$14.76

MFS Global Alternative Strategy Fund Class R5

AUM$18M

TER1.01%

Holdings1,174

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Holdings Overlap Analysis

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

DVRLX Mutual Fund Overlap Analysis

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

DVRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1174 holdings, DVRLX may share significant positions with broad-market funds.

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