DVSMX Mutual Fund

NAV$30.70

TER0.93%

Holdings127

DVSMX Mutual Fund

NAV$30.70

Driehaus Small Cap Growth Fund Investor Share Class

TER0.93%

Holdings127

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Holdings Overlap Analysis

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

DVSMX Mutual Fund Overlap Analysis

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

DVSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 127 holdings, DVSMX may share significant positions with broad-market funds.

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