DEVLX Mutual Fund
DEVLX Mutual Fund
NAV$72.54
AUM$625M
TER1.09%
Holdings106
See how much of DEVLX you already own
DEVLX Mutual Fund
NAV$72.54
Nomura Small Cap Value Fund Class A
AUM$625M
TER1.09%
Holdings106
See how much of DEVLX you already own
DEVLX Mutual Fund Overlap Analysis
DEVLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DEVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, DEVLX may share significant positions with broad-market funds.
DEVLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DEVLX tax-loss harvesting finds highly correlated but non-identical funds.