DEQAX Mutual Fund
DEQAX Mutual Fund
NAV$16.01
AUM$55M
TER1.24%
Holdings60
DEQAX Mutual Fund
NAV$16.01
BNY Mellon Global Equity Income Fund Class A
AUM$55M
TER1.24%
Holdings60
DEQAX Mutual Fund Overlap Analysis
DEQAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DEQAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, DEQAX may share significant positions with broad-market funds.
DEQAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DEQAX tax-loss harvesting finds highly correlated but non-identical funds.