DGIFX Mutual Fund
DGIFX Mutual Fund
NAV$28.38
AUM$673M
TER0.78%
Holdings137
See how much of DGIFX you already own
DGIFX Mutual Fund
NAV$28.38
The Disciplined Growth Investors Fund
AUM$673M
TER0.78%
Holdings137
See how much of DGIFX you already own
DGIFX Mutual Fund Overlap Analysis
DGIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, DGIFX may share significant positions with broad-market funds.
DGIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGIFX tax-loss harvesting finds highly correlated but non-identical funds.