DEMGX Mutual Fund Analysis & Holdings | MarketXLS

DEMGX Mutual Fund

NAV$14.85

AUM$310M

TER0.58%

Holdings2,805

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DEMGX Mutual Fund

NAV$14.85

Emerging Markets Targeted Value Portfolio Institutional Class

AUM$310M

TER0.58%

Holdings2,805

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 DEMGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DEMGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DEMGX Mutual Fund Overlap Analysis

DEMGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DEMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2805 holdings, DEMGX may share significant positions with broad-market funds.

DEMGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DEMGX tax-loss harvesting finds highly correlated but non-identical funds.