DESIX Mutual Fund Analysis & Holdings | MarketXLS

DESIX Mutual Fund

NAV$13.41

AUM$1.2B

TER0.42%

Holdings4,982

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DESIX Mutual Fund

NAV$13.41

Emerging Markets Sustainability Core 1 Portfolio Institutional Class

AUM$1.2B

TER0.42%

Holdings4,982

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

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Discover Portfolio Overlap

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

DESIX Mutual Fund Overlap Analysis

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

DESIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4982 holdings, DESIX may share significant positions with broad-market funds.

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