DGSIX Mutual Fund
DGSIX Mutual Fund
NAV$23.96
AUM$3.7B
TER0.24%
Holdings12
See how much of DGSIX you already own
DGSIX Mutual Fund
NAV$23.96
DFA Global Allocation 60/40 Portfolio Inst Cl
AUM$3.7B
TER0.24%
Holdings12
See how much of DGSIX you already own
DGSIX Mutual Fund Overlap Analysis
DGSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, DGSIX may share significant positions with broad-market funds.
DGSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGSIX tax-loss harvesting finds highly correlated but non-identical funds.