DCAAX Mutual Fund

NAV$13.41

AUM$66M

TER0.86%

Holdings180

DCAAX Mutual Fund

NAV$13.41

BNY Mellon California AMT Free Municipal Bond Fund Inc. Class A

AUM$66M

TER0.86%

Holdings180

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Holdings Overlap Analysis

Compare DCAAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DCAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 180 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.