DEOPX Mutual Fund
DEOPX Mutual Fund
NAV$24.27
AUM$785M
TER0.87%
Holdings32
See how much of DEOPX you already own
DEOPX Mutual Fund
NAV$24.27
Davenport Equity Opportunities Fund
AUM$785M
TER0.87%
Holdings32
See how much of DEOPX you already own
DEOPX Mutual Fund Overlap Analysis
DEOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DEOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, DEOPX may share significant positions with broad-market funds.
DEOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DEOPX tax-loss harvesting finds highly correlated but non-identical funds.