DBUYX Mutual Fund
DBUYX Mutual Fund
NAV$13.50
AUM$96M
TER1.01%
Holdings39
DBUYX Mutual Fund
NAV$13.50
Davenport Insider Buying Fund
AUM$96M
TER1.01%
Holdings39
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.