DGIAX Mutual Fund
DGIAX Mutual Fund
NAV$13.39
AUM$6M
TER1.70%
Holdings136
See how much of DGIAX you already own
DGIAX Mutual Fund
NAV$13.39
DGI Balanced Fund Class A
AUM$6M
TER1.70%
Holdings136
See how much of DGIAX you already own
DGIAX Mutual Fund Overlap Analysis
DGIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, DGIAX may share significant positions with broad-market funds.
DGIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGIAX tax-loss harvesting finds highly correlated but non-identical funds.