DCOIX Mutual Fund Analysis & Holdings | MarketXLS

DCOIX Mutual Fund

NAV$10.27

AUM$111M

TER0.57%

Holdings159

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DCOIX Mutual Fund

NAV$10.27

Nomura Tax-Free Colorado Fund Institutional Class

AUM$111M

TER0.57%

Holdings159

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

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 159 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.