DGFCX Mutual Fund
DGFCX Mutual Fund
NAV$29.53
AUM$18M
TER1.75%
Holdings40
See how much of DGFCX you already own
DGFCX Mutual Fund
NAV$29.53
Davis Global Fund Class C
AUM$18M
TER1.75%
Holdings40
See how much of DGFCX you already own
DGFCX Mutual Fund Overlap Analysis
DGFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, DGFCX may share significant positions with broad-market funds.
DGFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGFCX tax-loss harvesting finds highly correlated but non-identical funds.