DGIAX Mutual Fund Analysis & Holdings | MarketXLS

DGIAX Mutual Fund

NAV$13.73

AUM$6M

TER1.70%

Holdings136

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DGIAX Mutual Fund

NAV$13.73

DGI Balanced Fund Class A

AUM$6M

TER1.70%

Holdings136

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

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.