DGCRX Mutual Fund Analysis & Holdings | MarketXLS

DGCRX Mutual Fund

NAV$14.87

AUM$7M

TER1.04%

Holdings240

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DGCRX Mutual Fund

NAV$14.87

Nomura Corporate Bond Fund Class R

AUM$7M

TER1.04%

Holdings240

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

DGCRX Mutual Fund Overlap Analysis

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

DGCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 240 holdings, DGCRX may share significant positions with broad-market funds.

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