DISIX Mutual Fund Analysis & Holdings | MarketXLS

DISIX Mutual Fund

NAV$27.21

AUM$103M

TER0.25%

Holdings609

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DISIX Mutual Fund

NAV$27.21

BNY Mellon Smallcap Stock Index Fund Class I

AUM$103M

TER0.25%

Holdings609

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

DISIX Mutual Fund Overlap Analysis

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

DISIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 609 holdings, DISIX may share significant positions with broad-market funds.

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