DCACX Mutual Fund

NAV$13.40

AUM$623,418.5

TER1.65%

Holdings180

DCACX Mutual Fund

NAV$13.40

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

AUM$623,418.5

TER1.65%

Holdings180

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Holdings Overlap Analysis

Compare DCACX 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 DCACX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DCACX Mutual Fund Overlap Analysis

DCACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DCACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 180 holdings, DCACX may share significant positions with broad-market funds.

DCACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCACX tax-loss harvesting finds highly correlated but non-identical funds.