DEVCX Mutual Fund
DEVCX Mutual Fund
NAV$50.64
AUM$19M
TER1.84%
Holdings106
See how much of DEVCX you already own
DEVCX Mutual Fund
NAV$50.64
Nomura Small Cap Value Fund Class C
AUM$19M
TER1.84%
Holdings106
See how much of DEVCX you already own
DEVCX Mutual Fund Overlap Analysis
DEVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DEVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, DEVCX may share significant positions with broad-market funds.
DEVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DEVCX tax-loss harvesting finds highly correlated but non-identical funds.