DCGVX Mutual Fund
DCGVX Mutual Fund
NAV$50.06
AUM$147M
TER1.68%
Holdings85
See how much of DCGVX you already own
DCGVX Mutual Fund
NAV$50.06
BNY Mellon Dynamic Value Fund Class C
AUM$147M
TER1.68%
Holdings85
See how much of DCGVX you already own
DCGVX Mutual Fund Overlap Analysis
DCGVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, DCGVX may share significant positions with broad-market funds.
DCGVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCGVX tax-loss harvesting finds highly correlated but non-identical funds.