DBMZX Mutual Fund
DBMZX Mutual Fund
NAV$23.75
AUM$114M
TER0.88%
Holdings66
DBMZX Mutual Fund
NAV$23.75
BNY Mellon Small/Mid Cap Growth Fund Class Z
AUM$114M
TER0.88%
Holdings66
DBMZX Mutual Fund Overlap Analysis
DBMZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DBMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, DBMZX may share significant positions with broad-market funds.
DBMZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DBMZX tax-loss harvesting finds highly correlated but non-identical funds.