DBOAX Mutual Fund
DBOAX Mutual Fund
NAV$26.11
AUM$232M
TER1.15%
Holdings436
See how much of DBOAX you already own
DBOAX Mutual Fund
NAV$26.11
BNY Mellon Balanced Opportunity Fund Class A
AUM$232M
TER1.15%
Holdings436
See how much of DBOAX you already own
DBOAX Mutual Fund Overlap Analysis
DBOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DBOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 436 holdings, DBOAX may share significant positions with broad-market funds.
DBOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DBOAX tax-loss harvesting finds highly correlated but non-identical funds.