DBALX Mutual Fund
DBALX Mutual Fund
NAV$13.62
AUM$285M
TER0.93%
Holdings82
See how much of DBALX you already own
DBALX Mutual Fund
NAV$13.62
Davenport Balanced Income Fund
AUM$285M
TER0.93%
Holdings82
See how much of DBALX you already own
DBALX Mutual Fund Overlap Analysis
DBALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DBALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, DBALX may share significant positions with broad-market funds.
DBALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DBALX tax-loss harvesting finds highly correlated but non-identical funds.