DCGTX Mutual Fund
DCGTX Mutual Fund
NAV$19.93
AUM$45M
TER0.88%
Holdings29
See how much of DCGTX you already own
DCGTX Mutual Fund
NAV$19.93
Jackson Square SMID-Cap Growth Fund IS Class
AUM$45M
TER0.88%
Holdings29
See how much of DCGTX you already own
DCGTX Mutual Fund Overlap Analysis
DCGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, DCGTX may share significant positions with broad-market funds.
DCGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCGTX tax-loss harvesting finds highly correlated but non-identical funds.