DGLIX Mutual Fund

NAV$20.40

AUM$150M

TER0.42%

Holdings7

DGLIX Mutual Fund

NAV$20.40

Global Small Company Portfolio - Institutional

AUM$150M

TER0.42%

Holdings7

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Holdings Overlap Analysis

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

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.