DGOCX Mutual Fund
DGOCX Mutual Fund
NAV$27.23
AUM$5M
TER1.76%
Holdings49
See how much of DGOCX you already own
DGOCX Mutual Fund
NAV$27.23
Davis Opportunity Fund Class C
AUM$5M
TER1.76%
Holdings49
See how much of DGOCX you already own
DGOCX Mutual Fund Overlap Analysis
DGOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, DGOCX may share significant positions with broad-market funds.
DGOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGOCX tax-loss harvesting finds highly correlated but non-identical funds.