DCSCX Mutual Fund
DCSCX Mutual Fund
NAV$75.75
AUM$4M
TER1.75%
Holdings63
See how much of DCSCX you already own
DCSCX Mutual Fund
NAV$75.75
Davis Balanced Fund Class C
AUM$4M
TER1.75%
Holdings63
See how much of DCSCX you already own
DCSCX Mutual Fund Overlap Analysis
DCSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, DCSCX may share significant positions with broad-market funds.
DCSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCSCX tax-loss harvesting finds highly correlated but non-identical funds.