DGSCX Mutual Fund
DGSCX Mutual Fund
NAV$38.73
AUM$12M
TER1.28%
Holdings30
See how much of DGSCX you already own
DGSCX Mutual Fund
NAV$38.73
Virtus KAR Global Small-Cap Fund Class Institutional
AUM$12M
TER1.28%
Holdings30
See how much of DGSCX you already own
DGSCX Mutual Fund Overlap Analysis
DGSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, DGSCX may share significant positions with broad-market funds.
DGSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGSCX tax-loss harvesting finds highly correlated but non-identical funds.