DBORX Mutual Fund
DBORX Mutual Fund
NAV$25.82
AUM$14M
TER0.90%
Holdings436
See how much of DBORX you already own
DBORX Mutual Fund
NAV$25.82
BNY Mellon Balanced Opportunity Fund Class I
AUM$14M
TER0.90%
Holdings436
See how much of DBORX you already own
DBORX Mutual Fund Overlap Analysis
DBORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DBORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 436 holdings, DBORX may share significant positions with broad-market funds.
DBORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DBORX tax-loss harvesting finds highly correlated but non-identical funds.