DGVCX Mutual Fund
DGVCX Mutual Fund
NAV$5.15
AUM$348,163.21
TER1.75%
Holdings51
See how much of DGVCX you already own
DGVCX Mutual Fund
NAV$5.15
Davis Government Bond Fund Class C
AUM$348,163.21
TER1.75%
Holdings51
See how much of DGVCX you already own
DGVCX Mutual Fund Overlap Analysis
DGVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, DGVCX may share significant positions with broad-market funds.
DGVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGVCX tax-loss harvesting finds highly correlated but non-identical funds.