DCOIX Mutual Fund
DCOIX Mutual Fund
NAV$9.67
AUM$111M
TER0.57%
Holdings160
See how much of DCOIX you already own
DCOIX Mutual Fund
NAV$9.67
Nomura Tax-Free Colorado Fund Institutional Class
AUM$111M
TER0.57%
Holdings160
See how much of DCOIX you already own
DCOIX Mutual Fund Overlap Analysis
DCOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 160 holdings, DCOIX may share significant positions with broad-market funds.
DCOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCOIX tax-loss harvesting finds highly correlated but non-identical funds.