DGVCX Mutual Fund

NAV$5.15

AUM$346,930.31

TER1.75%

Holdings51

DGVCX Mutual Fund

NAV$5.15

Davis Government Bond Fund Class C

AUM$346,930.31

TER1.75%

Holdings51

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Holdings Overlap Analysis

Compare DGVCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DGVCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.