DGAGX Mutual Fund
DGAGX Mutual Fund
NAV$37.42
AUM$1.5B
TER0.88%
Holdings43
See how much of DGAGX you already own
DGAGX Mutual Fund
NAV$37.42
BNY Mellon Appreciation Fund, Inc Investor Class
AUM$1.5B
TER0.88%
Holdings43
See how much of DGAGX you already own
DGAGX Mutual Fund Overlap Analysis
DGAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, DGAGX may share significant positions with broad-market funds.
DGAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGAGX tax-loss harvesting finds highly correlated but non-identical funds.