DGLCX Mutual Fund
DGLCX Mutual Fund
NAV$14.92
AUM$362,000
TER2.09%
Holdings47
DGLCX Mutual Fund
NAV$14.92
BNY Mellon Global Stock Fund Class C
AUM$362,000
TER2.09%
Holdings47
DGLCX Mutual Fund Overlap Analysis
DGLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, DGLCX may share significant positions with broad-market funds.
DGLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGLCX tax-loss harvesting finds highly correlated but non-identical funds.