DGLRX Mutual Fund Analysis & Holdings | MarketXLS

DGLRX Mutual Fund

NAV$18.11

AUM$140M

TER0.92%

Holdings47

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

DGLRX Mutual Fund

NAV$18.11

BNY Mellon Global Stock Fund Class I

AUM$140M

TER0.92%

Holdings47

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DGLRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DGLRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DGLRX Mutual Fund Overlap Analysis

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

DGLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, DGLRX may share significant positions with broad-market funds.

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