DGYGX Mutual Fund
DGYGX Mutual Fund
NAV$36.79
AUM$152M
TER0.58%
Holdings43
See how much of DGYGX you already own
DGYGX Mutual Fund
NAV$36.79
BNY Mellon Appreciation Fund, Inc Class Y
AUM$152M
TER0.58%
Holdings43
See how much of DGYGX you already own
DGYGX Mutual Fund Overlap Analysis
DGYGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DGYGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, DGYGX may share significant positions with broad-market funds.
DGYGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DGYGX tax-loss harvesting finds highly correlated but non-identical funds.