DGBCX Mutual Fund

NAV$9.67

AUM$48,000

TER2.05%

Holdings107

DGBCX Mutual Fund

NAV$9.67

BNY Mellon Developed Markets Real Estate Securities Fund Class C

AUM$48,000

TER2.05%

Holdings107

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Holdings Overlap Analysis

Compare DGBCX 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 DGBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DGBCX Mutual Fund Overlap Analysis

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

DGBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, DGBCX may share significant positions with broad-market funds.

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