DGBEX Mutual Fund Analysis & Holdings | MarketXLS

DGBEX Mutual Fund

NAV$20.35

AUM$99M

TER0.34%

Holdings4

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DGBEX Mutual Fund

NAV$20.35

DFA Global Social Core Equity Portfolio Institutional Class

AUM$99M

TER0.34%

Holdings4

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

DGBEX Mutual Fund Overlap Analysis

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

DGBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, DGBEX may share significant positions with broad-market funds.

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