DGLIX Mutual Fund
DGLIX Mutual Fund
NAV$20.41
AUM$156M
TER0.42%
Holdings7
See how much of DGLIX you already own
DGLIX Mutual Fund
NAV$20.41
Global Small Company Portfolio - Institutional
AUM$156M
TER0.42%
Holdings7
See how much of DGLIX you already own
DGLIX Mutual Fund Overlap Analysis
DGLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, DGLIX may share significant positions with broad-market funds.
DGLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGLIX tax-loss harvesting finds highly correlated but non-identical funds.