DEBIX Mutual Fund
DEBIX Mutual Fund
NAV$10.35
AUM$58M
TER0.74%
Holdings58
See how much of DEBIX you already own
DEBIX Mutual Fund
NAV$10.35
Shelton Tactical Credit Fund Institutional Class
AUM$58M
TER0.74%
Holdings58
See how much of DEBIX you already own
DEBIX Mutual Fund Overlap Analysis
DEBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DEBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, DEBIX may share significant positions with broad-market funds.
DEBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DEBIX tax-loss harvesting finds highly correlated but non-identical funds.