DCMIX Mutual Fund Analysis & Holdings | MarketXLS

DCMIX Mutual Fund

NAV$13.43

AUM$44M

TER0.63%

Holdings180

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DCMIX Mutual Fund

NAV$13.43

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

AUM$44M

TER0.63%

Holdings180

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DCMIX Mutual Fund Overlap Analysis

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

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

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