DBUYX Mutual Fund
DBUYX Mutual Fund
NAV$12.79
AUM$97M
TER1.01%
Holdings39
See how much of DBUYX you already own
DBUYX Mutual Fund
NAV$12.79
Davenport Insider Buying Fund
AUM$97M
TER1.01%
Holdings39
See how much of DBUYX you already own
DBUYX Mutual Fund Overlap Analysis
DBUYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DBUYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, DBUYX may share significant positions with broad-market funds.
DBUYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DBUYX tax-loss harvesting finds highly correlated but non-identical funds.