DGIIX Mutual Fund

NAV$13.83

AUM$671,186.23

TER1.45%

Holdings136

DGIIX Mutual Fund

NAV$13.83

DGI Balanced Fund Class I

AUM$671,186.23

TER1.45%

Holdings136

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Holdings Overlap Analysis

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

DGIIX Mutual Fund Overlap Analysis

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

DGIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, DGIIX may share significant positions with broad-market funds.

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