DGDAX Mutual Fund Analysis & Holdings | MarketXLS

DGDAX Mutual Fund

NAV$10.51

AUM$4M

TER0.90%

Holdings208

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DGDAX Mutual Fund

NAV$10.51

BNY Mellon Global Dynamic Bond Income Fund Class A

AUM$4M

TER0.90%

Holdings208

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

DGDAX Mutual Fund Overlap Analysis

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

DGDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 208 holdings, DGDAX may share significant positions with broad-market funds.

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