DCAAX Mutual Fund
DCAAX Mutual Fund
NAV$13.23
AUM$65M
TER0.86%
Holdings191
See how much of DCAAX you already own
DCAAX Mutual Fund
NAV$13.23
BNY Mellon California AMT Free Municipal Bond Fund Inc. Class A
AUM$65M
TER0.86%
Holdings191
See how much of DCAAX you already own
DCAAX Mutual Fund Overlap Analysis
DCAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, DCAAX may share significant positions with broad-market funds.
DCAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCAAX tax-loss harvesting finds highly correlated but non-identical funds.