DGVRX Mutual Fund Analysis & Holdings | MarketXLS

DGVRX Mutual Fund

NAV$110.94

AUM$36M

TER0.94%

Holdings39

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DGVRX Mutual Fund

NAV$110.94

BNY Mellon Technology Growth Fund Class I

AUM$36M

TER0.94%

Holdings39

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare DGVRX 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 DGVRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DGVRX Mutual Fund Overlap Analysis

DGVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DGVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, DGVRX may share significant positions with broad-market funds.

DGVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGVRX tax-loss harvesting finds highly correlated but non-identical funds.