DBOCX Mutual Fund
DBOCX Mutual Fund
NAV$25.78
AUM$7M
TER1.90%
Holdings436
See how much of DBOCX you already own
DBOCX Mutual Fund
NAV$25.78
BNY Mellon Balanced Opportunity Fund Class C
AUM$7M
TER1.90%
Holdings436
See how much of DBOCX you already own
DBOCX Mutual Fund Overlap Analysis
DBOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DBOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 436 holdings, DBOCX may share significant positions with broad-market funds.
DBOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DBOCX tax-loss harvesting finds highly correlated but non-identical funds.