DBOYX Mutual Fund
DBOYX Mutual Fund
NAV$25.99
AUM$13,000
TER0.90%
Holdings436
See how much of DBOYX you already own
DBOYX Mutual Fund
NAV$25.99
BNY Mellon Balanced Opportunity Fund Class Y
AUM$13,000
TER0.90%
Holdings436
See how much of DBOYX you already own
DBOYX Mutual Fund Overlap Analysis
DBOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DBOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 436 holdings, DBOYX may share significant positions with broad-market funds.
DBOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DBOYX tax-loss harvesting finds highly correlated but non-identical funds.