DGOYX Mutual Fund
DGOYX Mutual Fund
NAV$50.04
AUM$303M
TER0.69%
Holdings49
See how much of DGOYX you already own
DGOYX Mutual Fund
NAV$50.04
Davis Opportunity Fund Class Y
AUM$303M
TER0.69%
Holdings49
See how much of DGOYX you already own
DGOYX Mutual Fund Overlap Analysis
DGOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, DGOYX may share significant positions with broad-market funds.
DGOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGOYX tax-loss harvesting finds highly correlated but non-identical funds.