DWOIX Mutual Fund

NAV$20.38

AUM$168M

TER0.75%

Holdings62

DWOIX Mutual Fund

NAV$20.38

BNY Mellon Research Growth Fund Inc Class I

AUM$168M

TER0.75%

Holdings62

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Holdings Overlap Analysis

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

DWOIX Mutual Fund Overlap Analysis

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

DWOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, DWOIX may share significant positions with broad-market funds.

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