DCSYX Mutual Fund
DCSYX Mutual Fund
NAV$75.40
AUM$163M
TER0.67%
Holdings63
See how much of DCSYX you already own
DCSYX Mutual Fund
NAV$75.40
Davis Balanced Fund Class Y
AUM$163M
TER0.67%
Holdings63
See how much of DCSYX you already own
DCSYX Mutual Fund Overlap Analysis
DCSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DCSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, DCSYX may share significant positions with broad-market funds.
DCSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DCSYX tax-loss harvesting finds highly correlated but non-identical funds.